UCON vs FIXD

AUCON

BFIXD

Measures won4–2UCON wins · of 6 · 5Y

$10,000 · 5Y$11,318UCON · FIXD $9,614

Lowest cost0.65%FIXD · $65 on $10k

Most income4.82%FIXD · $482 on $10k

Smallest drop−3.6%UCON · worst fall in 1Y

Held in common0.2%UCON and FIXD

UCON

FIXD

First Trust Smith Unconstrained Bond ETF · $3.1BFirst Trust Smith Opportunistic Fixed Income ETF · $2.8B

+5.6%3 years · per year$11,782 · $11,700+5.4%

+2.5%5 years · per year$11,318 · $9,614−0.8%

0.86%Expense ratio$86 · $65 on $10k · lower wins0.65%

4.77%12-mo yield$477 · $482 on $10k4.82%

−3.6%Worst dropSmaller wins−5.4%

3.3%VolatilityLower wins4.4%

4–2UCON wins

$10,000 · 5 yearsOne scale

Shared top holdingsUCON · FIXD

0.2%XELLL0.2%

0.1%JXN-PA0.1%

Held in common0.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk		0.86%	4.77%	+0.5%	−0.5%	+0.3%	+5.6%	+2.5%	−3.6%	$3.1B
2	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk		0.86%	4.77%	+0.5%	−0.5%	+0.3%	+5.6%	+2.5%	−3.6%	$3.1B
2	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UCON vs FIXD

UCON

First Trust Smith Unconstrained Bond

$11,318

FIXD

First Trust Smith Opportunistic Fixed Income

$9,614

MeasureUCONFIXD

Fee0.86%0.65%

Cost on $10k a year$86$65

Yield4.77%4.82%

5 years, per year+2.5%−0.8%

3 years, per year+5.6%+5.4%

Worst drop · 1Y−3.6%−5.4%

Volatility · 1Y3.3%4.4%

4–1measures won
UCON first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: UCON, FIXD

Today

0.2%most shared, UCON and FIXD

UCONFIXD

UCON—0.2%

FIXD0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

UCON$477 − $86 = $391

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee