UCON vs SMTH

AUCON

BSMTH

Measures won3–1UCON wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · UCON $11,299

Lowest cost0.09%SGOV · $9 on $10k

Most income4.77%UCON · $477 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.1%UCON and SMTH

UCON

SMTH

First Trust Smith Unconstrained Bond ETF · $3.1BALPS Funds Smith Core Plus Bond ETF · $3.7B

+5.5%3 years · per year$11,745 · […][…]

+2.5%5 years · per year$11,299 · […][…]

0.86%Expense ratio$86 · $59 on $10k · lower wins0.59%

4.77%12-mo yield$477 · $441 on $10k4.41%

−3.6%Worst dropSmaller wins−4.6%

3.3%VolatilityLower wins4.0%

3–1UCON wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUCON · SMTH

0.1%JXN-PA0.1%

Held in common0.1%

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk	0.86%	4.77%	−0.2%	−0.6%	+0.1%	+5.5%	+2.5%	−3.6%	$3.1B
3	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.41%	+0.2%	−0.2%	+0.2%	new	new	−4.6%	$3.7B

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk	0.86%	4.77%	−0.2%	−0.6%	+0.1%	+5.5%	+2.5%	−3.6%	$3.1B
3	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.41%	+0.2%	−0.2%	+0.2%	new	new	−4.6%	$3.7B

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

Cards for this view

UCON vs SMTH

UCON

First Trust Smith Unconstrained Bond

$11,299

SMTH

ALPS Funds Smith Core Plus Bond

[…]

MeasureUCONSMTH

Fee0.86%0.59%

Cost on $10k a year$86$59

Yield4.77%4.41%

5 years, per year+2.5%[…]

3 years, per year+5.5%[…]

Worst drop · 1Y−3.6%−4.6%

Volatility · 1Y3.3%4.0%

3–1measures won
UCON first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: UCON, SMTH, SGOV

Today

0.1%most shared, UCON and SMTH

UCONSMTHSGOV

UCON—0.1%[…]

SMTH0.1%—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$391most kept, UCON

UCON$477 − $86 = $391

SMTH$441 − $59 = $382

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee