USMD vs FTEC

AUSMD

BFTEC

Measures won0–2FTEC wins · of 6 · 5Y

$10,000 · 5Y$20,633FTEC

Lowest cost0.08%FTEC · $8 on $10k

Most income0.43%FTEC · $43 on $10k

Smallest drop−17.7%FTEC · worst fall in 1Y

Held in common35.3%USMD and FTEC

USMD

FTEC

CoreValues America First Technology ETF · $0MFidelity MSCI Information Technology Index ETF · $22.1B

[…]3 years · per year[…] · $21,366+28.8%

[…]5 years · per year[…] · $20,633+15.6%

0.87%Expense ratio$87 · $8 on $10k · lower wins0.08%

0.00%12-mo yield$0 · $43 on $10k0.43%

[…]Worst dropSmaller wins−17.7%

[…]VolatilityLower wins26.6%

0–2FTEC wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMD · FTEC

6.1%MSFT13.2%

4.4%NVDA16.8%

3.8%AVGO4.2%

4.8%AMD3.2%

Held in common35.3%

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

Both

5Y2 funds

#			Trend
1	BFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.43%	−7.5%	+13.9%	+11.0%	+28.8%	+15.6%	−17.7%	$22.1B
2	AUSMD	CoreValues America First Technology ETFRead Desk		0.87%	0.00%	−8.4%	new	new	new	new	[…]	$290K

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

Both

5Y2 funds

#			Trend
1	BFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.43%	−7.5%	+13.9%	+11.0%	+28.8%	+15.6%	−17.7%	$22.1B
2	AUSMD	CoreValues America First Technology ETFRead Desk		0.87%	0.00%	−8.4%	new	new	new	new	[…]	$290K

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

USMD vs FTEC

USMD

CoreValues America First Technology

[…]

FTEC

Fidelity MSCI Information Technology Index

$20,633

MeasureUSMDFTEC

Fee0.87%0.08%

Cost on $10k a year$87$8

Yield0.00%0.43%

5 years, per year[…]+15.6%

3 years, per year[…]+28.8%

Worst drop · 1Y[…]−17.7%

Volatility · 1Y[…]26.6%

2–0measures won
FTEC first

35.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USMD, FTEC

Today

35.3%most shared, USMD and FTEC

USMDFTEC

USMD—35.3%

FTEC35.3%—

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

Income After Fees on $10,000

$35most kept, FTEC

FTEC$43 − $8 = $35

USMD$0 − $87 = −$87

KeptFee

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