Compare · 3 funds side by side · dividends reinvested

MSSS, TCAF and FTCS

MSSSMonarch×TCAFT. Rowe Price×FTCSFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,686FTCS · best of the three

02 / 04

MSSS, TCAF and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.12%+11.9%+14.1%+13.4%+6.5%−8.1%11.7%$7.9B1.5

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$7.9B2.1

Monarch Select Subsector ETFUnsorted1.42%0.19%+23.7%+25.3%[…][…]−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 6, 2026 · returns include dividends · since: MSSS 2024 · TCAF 2023 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Select Subsector ETF · $154M[…]

MSSS

TCAF

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

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

MSSSMeasureTCAF

+23.7%Year to dateJan 1 → Nov 6+10.6%

+25.3%1 yearTotal return+10.3%

[…]3 years · per year$10,000 became […] · $17,395+20.3%

[…]5 years · per year[…]

1.42%Expense ratio$142 · $31 a year on $10k · lower is better0.31%

0.19%Trailing 12-mo yield$19 · $45 a year on $10k0.45%

−10.2%Worst dropSmaller is better−10.8%

14.0%VolatilityLower is calmer13.1%

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

3–3Level

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

More Ways to See the Pairs

MSSS vs TCAF: Top 5 Holdings

Today

MSSS

51.7%in top 5

TCAF

in top 526.6%

MSSSStockTCAF

10.7%IHInot top 5

10.5%KBWPnot top 5

10.3%ITBnot top 5

10.1%KIEnot top 5

10.0%IHFnot top 5

not top 5MSFT.NE7.7%

not top 5AMZN.NE5.8%

not top 5AAPL.MX5.1%

not top 5NVDA.NE5.0%

not top 5CNP3.0%

Held in common0.0%

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

MSSS vs TCAF Returns, Every Period

MonarchMSSS

+25.3%

past year

TCAFT. Rowe Price

+10.3%

past year

MSSSTCAFFaded: behind in that period

2–0MSSS wins

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

MSSS vs FTCS

YTD

MonarchMSSS

+23.7%

FTCSFirst Trust

+11.9%

+23.7%Year to date+11.9%

−10.2%Worst drop · 1Y−8.1%

14.0%Volatility · 1Y11.7%

0.2%Yield1.1%

$154MAssets$7.9B

3–1FTCS wins

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

Cost, Income and Risk

Fees: MSSS, TCAF, FTCS

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

FTCS0.53%$53

MSSS1.42%$142

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

Yields: MSSS, TCAF, FTCS

1.12%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.12%$112

TCAF0.45%$45

MSSS0.19%$19

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

Income After Fees on $10,000

$59most kept, FTCS

FTCS$112 − $53 = $59

TCAF$45 − $31 = $14

MSSS$19 − $142 = −$123

KeptFee

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

Overlap: MSSS, TCAF, FTCS

Today

4.5%most shared, TCAF and FTCS

MSSSTCAFFTCS

MSSS—0.0%0.0%

TCAF0.0%—4.5%

FTCS0.0%4.5%—

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

Return vs Bumpiness: 3 ETFs

+25.3%MSSS, at 14.0% volatility

FTCSWorst drop−8.1%11.7% vol

TCAFWorst drop−10.8%13.1% vol

MSSSWorst drop−10.2%14.0% vol

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

Paid More vs Made More

YTD

FTCSMSSS

+11.9%Year to date+23.7%

1.1%Yield0.2%

+14.1%Past year+25.3%

0.53%Fee1.42%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026