Compare · 4 funds side by side · dividends reinvested

IALT, TCAF, RECS and FTCS

IALTiShares×TCAFT. Rowe Price×RECSColumbia Threadneedle×FTCSFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,097RECS · best of the four

02 / 04

IALT, TCAF, RECS and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.10%+14.0%+16.8%+13.4%+6.9%−8.1%11.8%$7.9B1.8

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B2.0

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.6

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+14.9%[…][…][…][…][…]$7.8B3.0

Rank among the four1st → 4thFee, 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: IALT 2025 · TCAF 2023 · RECS 2019 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

TCAF

RECS

Columbia Research Enhanced Core ETF · $6.0B$18,097

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

TCAFMeasureRECS

+13.1%Year to dateJan 1 → Nov 9+9.2%

+14.3%1 yearTotal return+12.0%

+20.4%3 years · per year$10,000 became $17,456 · $18,237+22.2%

[…]5 years · per year$10,000 became […] · $18,097+12.6%

0.31%Expense ratio$31 · $15 a year on $10k · lower is better0.15%

0.44%Trailing 12-mo yield$44 · $102 a year on $10k1.02%

−10.8%Worst dropSmaller is better−8.8%

13.2%VolatilityLower is calmer12.6%

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

2–5RECS wins

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

More Ways to See the Pairs

TCAF vs RECS: Top 5 Holdings

Today

TCAF

26.6%in top 5

RECS

in top 533.0%

TCAFStockRECS

not top 5AAPL12.9%

not top 5NVDA10.4%

7.7%MSFT.NEnot top 5

5.8%AMZN.NEnot top 5

5.1%AAPL.MXnot top 5

5.0%NVDA.NEnot top 5

not top 5META4.2%

3.0%CNPnot top 5

not top 5MA2.8%

not top 5XLC2.8%

Held in common1.6%

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

TCAF vs RECS Returns, Every Period

T. Rowe PriceTCAF

+14.3%

past year

RECSColumbia Threadneedle

+12.0%

past year

TCAFRECSFaded: behind in that period

2–1TCAF wins

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

TCAF vs FTCS

YTD

T. Rowe PriceTCAF

+13.1%

FTCSFirst Trust

+14.0%

+13.1%Year to date+14.0%

−10.8%Worst drop · 1Y−8.1%

13.2%Volatility · 1Y11.8%

0.4%Yield1.1%

$7.9BAssets$7.9B

4–0FTCS wins

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

Cost, Income and Risk

Fees: IALT, TCAF, RECS, FTCS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

FTCS0.53%$53

IALT0.99%$99

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

Yields: IALT, TCAF, RECS, FTCS

1.10%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.10%$110

RECS1.02%$102

TCAF0.44%$44

IALT0.39%$39

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

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: IALT, TCAF, RECS, FTCS

Today

20.5%most shared, IALT and RECS

IALTTCAFRECSFTCS

IALT—1.9%20.5%6.1%

TCAF1.9%—1.6%4.5%

RECS20.5%1.6%—12.8%

FTCS6.1%4.5%12.8%—

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

Return vs Bumpiness: 4 ETFs

+16.8%FTCS, at 11.8% volatility

FTCSWorst drop−8.1%11.8% vol

RECSWorst drop−8.8%12.6% 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

+14.0%Year to date+14.9%

1.1%Yield0.4%

+16.8%Past year[…]

0.53%Fee0.99%

2–1FTCS wins

End-of-day Nov 9, 2026

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SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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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

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End-of-day Nov 9, 2026

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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