Compare · 3 funds side by side · dividends reinvested

FTCS, TCAF and IALT

FTCSFirst Trust×TCAFT. Rowe Price×IALTiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,941FTCS · best of the three

02 / 04

FTCS, TCAF and IALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.8%+16.6%+13.3%+6.9%−8.1%11.8%$7.9B1.4

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B1.9

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+14.7%[…][…][…][…][…]$7.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FTCS 2006 · TCAF 2023 · IALT 2025

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Capital Strength ETF · $7.9B$13,941

FTCS

TCAF

T. Rowe Capital Appreciation Equity ETF · $7.9B[…]

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

FTCSMeasureTCAF

+13.8%Year to dateJan 1 → Nov 9+13.1%

+16.6%1 yearTotal return+14.3%

+13.3%3 years · per year$10,000 became $14,554 · $17,456+20.4%

+6.9%5 years · per year$10,000 became $13,941 · […][…]

0.53%Expense ratio$53 · $31 a year on $10k · lower is better0.31%

1.10%Trailing 12-mo yield$110 · $44 a year on $10k0.44%

−8.1%Worst dropSmaller is better−10.8%

11.8%VolatilityLower is calmer13.2%

FTCSTCAF Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2FTCS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTCS vs TCAF: Top 5 Holdings

Today

FTCS

10.9%in top 5

TCAF

in top 526.4%

FTCSStockTCAF

not top 5MSFT.NE7.5%

not top 5AMZN.NE5.7%

not top 5NVDA.NE5.1%

not top 5AAPL.MX5.1%

not top 5CNP3.0%

2.2%VLTOnot top 5

2.2%PPGnot top 5

2.2%MMMnot top 5

2.1%HDnot top 5

2.1%CINFnot top 5

Held in common4.4%

End-of-day Nov 9, 2026 · share of each fund

FTCS vs TCAF Returns, Every Period

First TrustFTCS

+16.6%

past year

TCAFT. Rowe Price

+14.3%

past year

FTCSTCAFFaded: behind in that period

2–1FTCS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FTCS vs TCAF

YTD

First TrustFTCS

+13.8%

TCAFT. Rowe Price

+13.1%

+13.8%Year to date+13.1%

−8.1%Worst drop · 1Y−10.8%

11.8%Volatility · 1Y13.2%

1.1%Yield0.4%

$7.9BAssets$7.9B

4–0FTCS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTCS, TCAF, IALT

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

FTCS0.53%$53

IALT0.99%$99

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FTCS, TCAF, IALT

1.10%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.10%$110

TCAF0.44%$44

IALT0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

TCAF$44 − $31 = $13

IALT$39 − $99 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FTCS, TCAF, IALT

Today

5.6%most shared, FTCS and IALT

FTCSTCAFIALT

FTCS—4.4%5.6%

TCAF4.4%—1.8%

IALT5.6%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.6%FTCS, at 11.8% volatility

FTCSWorst drop−8.1%11.8% vol

TCAFWorst drop−10.8%13.2% vol

IALTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FTCSIALT

+13.8%Year to date+14.7%

1.1%Yield0.4%

+16.6%Past year[…]

0.53%Fee0.99%

2–1FTCS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026