Compare · 4 funds side by side · dividends reinvested

IALT, SURI, TCAF and RECS

IALTiShares×SURISimplify×TCAFT. Rowe Price×RECSColumbia Threadneedle×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,787RECS · best of the four

02 / 04

IALT, SURI, TCAF and RECS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.2B1.8

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$8.2B2.1

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$72M2.6

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+13.7%[…][…][…][…][…]$7.8B2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IALT 2025 · SURI 2023 · TCAF 2023 · RECS 2019

Head to Head

Swap sides Versus in desk

Head to Head

iShares Systematic Alternatives Active ETF · $7.8B[…]

IALT

RECS

Columbia Research Enhanced Core ETF · $6.2B$17,787

$10,000 five years ago, dividends reinvested · they hold 20.5% in common

IALTMeasureRECS

+13.7%Year to dateJan 1 → Nov 6+7.3%

[…]1 yearTotal return+9.1%

[…]3 years · per year$10,000 became […] · $18,239+22.2%

[…]5 years · per year$10,000 became […] · $17,787+12.2%

0.99%Expense ratio$99 · $15 a year on $10k · lower is better0.15%

0.39%Trailing 12-mo yield$39 · $104 a year on $10k1.04%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer12.5%

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

1–2RECS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IALT vs RECS: Top 5 Holdings

Today

IALT

4.7%in top 5

RECS

in top 533.0%

IALTStockRECS

not top 5AAPL12.9%

not top 5NVDA10.4%

not top 5META4.2%

not top 5MA2.8%

not top 5XLC2.8%

1.0%ADBEnot top 5

1.0%TD.TOnot top 5

0.9%GSnot top 5

0.9%SHEL.Lnot top 5

0.9%NEMnot top 5

Held in common20.5%

End-of-day Nov 6, 2026 · share of each fund

IALT vs RECS Returns, Every Period

iSharesIALT

[…]

past year

RECSColumbia Threadneedle

+9.1%

past year

IALTRECSFaded: behind in that period

1–0IALT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IALT vs SURI

YTD

iSharesIALT

+13.7%

SURISimplify

+8.0%

+13.7%Year to date+8.0%

[…]Worst drop · 1Y−19.2%

[…]Volatility · 1Y20.9%

0.4%Yield17.0%

$7.8BAssets$72.3M

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IALT, SURI, TCAF, RECS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

IALT0.99%$99

SURI2.84%$284

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IALT, SURI, TCAF, RECS

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

RECS1.04%$104

TCAF0.45%$45

IALT0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

RECS$104 − $15 = $89

TCAF$45 − $31 = $14

IALT$39 − $99 = −$60

KeptFee

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

Overlap: IALT, SURI, TCAF, RECS

Today

20.5%most shared, IALT and RECS

IALTSURITCAFRECS

IALT—0.0%1.9%20.5%

SURI0.0%—0.0%0.1%

TCAF1.9%0.0%—1.6%

RECS20.5%0.1%1.6%—

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

Return vs Bumpiness: 4 ETFs

+16.6%SURI, at 20.9% volatility

RECSWorst drop−8.8%12.5% vol

TCAFWorst drop−10.8%13.1% vol

SURIWorst drop−19.2%20.9% vol

IALTWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SURIIALT

+8.0%Year to date+13.7%

17.0%Yield0.4%

+16.6%Past year[…]

2.84%Fee0.99%

2–1IALT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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