Compare · 3 funds side by side · dividends reinvested

MSSS, FTCS and TCAF

MSSSMonarch×FTCSFirst Trust×TCAFT. Rowe Price×

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

02 / 04

MSSS, FTCS and TCAF, 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%$7.9B1.5

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.1

Monarch Select Subsector ETFUnsorted1.42%0.19%+26.1%+28.7%[…][…]−10.2%14.0%$154M2.2

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: MSSS 2024 · FTCS 2006 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Select Subsector ETF · $154M[…]

MSSS

FTCS

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MSSSMeasureFTCS

+26.1%Year to dateJan 1 → Nov 9+13.8%

+28.7%1 yearTotal return+16.6%

[…]3 years · per year$10,000 became […] · $14,554+13.3%

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

1.42%Expense ratio$142 · $53 a year on $10k · lower is better0.53%

0.19%Trailing 12-mo yield$19 · $110 a year on $10k1.10%

−10.2%Worst dropSmaller is better−8.1%

14.0%VolatilityLower is calmer11.8%

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

2–4FTCS wins

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

More Ways to See the Pairs

MSSS vs FTCS: Top 5 Holdings

Today

MSSS

51.3%in top 5

FTCS

in top 510.9%

MSSSStockFTCS

10.5%IHInot top 5

10.4%KBWPnot top 5

10.2%ITBnot top 5

10.1%IHFnot top 5

10.1%XLUnot top 5

not top 5VLTO2.2%

not top 5PPG2.2%

not top 5MMM2.2%

not top 5HD2.1%

not top 5CINF2.1%

Held in common0.0%

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

MSSS vs FTCS Returns, Every Period

MonarchMSSS

+28.7%

past year

FTCSFirst Trust

+16.6%

past year

MSSSFTCSFaded: behind in that period

2–0MSSS wins

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

MSSS vs FTCS

YTD

MonarchMSSS

+26.1%

FTCSFirst Trust

+13.8%

+26.1%Year to date+13.8%

−10.2%Worst drop · 1Y−8.1%

14.0%Volatility · 1Y11.8%

0.2%Yield1.1%

$154MAssets$7.9B

3–1FTCS wins

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

Cost, Income and Risk

Fees: MSSS, FTCS, TCAF

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

FTCS0.53%$53

MSSS1.42%$142

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

Yields: MSSS, FTCS, TCAF

1.10%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.10%$110

TCAF0.44%$44

MSSS0.19%$19

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

MSSS$19 − $142 = −$123

KeptFee

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

Overlap: MSSS, FTCS, TCAF

Today

4.4%most shared, FTCS and TCAF

MSSSFTCSTCAF

MSSS—0.0%0.0%

FTCS0.0%—4.4%

TCAF0.0%4.4%—

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

Return vs Bumpiness: 3 ETFs

+28.7%MSSS, at 14.0% volatility

FTCSWorst drop−8.1%11.8% vol

TCAFWorst drop−10.8%13.2% vol

MSSSWorst drop−10.2%14.0% vol

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

Paid More vs Made More

YTD

FTCSMSSS

+13.8%Year to date+26.1%

1.1%Yield0.2%

+16.6%Past year+28.7%

0.53%Fee1.42%

2–2level

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%

$120BAssets$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