UCON vs FIXD

AUCON

BFIXD

Measures won4–2UCON wins · of 6 · 5Y

$10,000 · 5Y$11,305UCON · VCIT $10,493

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 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

+5.4%3 years · per year$11,700 · $11,606+5.1%

+2.5%5 years · per year$11,305 · $9,630−0.8%

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 yearsAll four, one scale

Shared top holdingsUCON · FIXD

0.2%XELLL0.2%

0.1%JXN-PA0.1%

Held in common0.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk	0.86%	4.77%	0.0%	−0.6%	+0.2%	+5.4%	+2.5%	−3.6%	$3.1B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B
4	SMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.42%	−0.1%	−0.3%	+0.2%	new	new	−4.6%	$3.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk	0.86%	4.77%	0.0%	−0.6%	+0.2%	+5.4%	+2.5%	−3.6%	$3.1B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B
4	SMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.42%	−0.1%	−0.3%	+0.2%	new	new	−4.6%	$3.7B

End-of-day Nov 6, 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

$11,305

FIXD

First Trust Smith Opportunistic Fixed Income

$9,630

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+5.4%+5.1%

Worst drop · 1Y−3.6%−5.4%

Volatility · 1Y3.3%4.4%

4–1measures won
UCON first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: UCON, FIXD, SMTH, VCIT

Today

0.2%most shared, UCON and FIXD

UCONFIXDSMTHVCIT

UCON—0.2%0.1%[…]

FIXD0.2%—0.1%[…]

SMTH0.1%0.1%—[…]

VCIT[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

FIXD$482 − $65 = $417

UCON$477 − $86 = $391

SMTH$442 − $59 = $383

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee