Compare · 4 funds side by side · dividends reinvested

PRFD, RECS, CGBL and FTCS

PRFDPIMCO×RECSColumbia Threadneedle×CGBLCapital Group×FTCSFirst Trust×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,784RECS · best of the four

Story of the four · IncomeMost incomePRFD · 6.09% · $609 a year on $10k

Story of the four · RiskSmallest drop

PRFD, RECS, CGBL and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Core Balanced ETFUnsorted0.33%1.95%+6.3%+8.1%+15.8%[…]−7.9%10.9%$8.1B2.3

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+8.6%+9.2%+21.3%+12.2%−8.8%12.6%$6.1B2.4

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.9%+14.4%+13.1%+6.6%−8.1%11.7%$8.1B2.4

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.09%+0.2%+0.7%+9.0%[…]−3.6%3.6%$236M2.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: PRFD 2023 · RECS 2019 · CGBL 2023 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Columbia Research Enhanced Core ETF · $6.1B$17,784

RECS

More Ways to See the Pairs

RECS vs PRFD: Top 5 Holdings

Today

RECS

32.5%in top 5

PRFD

in top 51.3%

RECSStockPRFD

13.0%AAPLnot top 5

9.7%NVDAnot top 5

4.2%METAnot top 5

2.8%XLCnot top 5

2.8%MAnot top 5

Cost, Income and Risk

Fees: PRFD, RECS, CGBL, FTCS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

CGBL0.33%$33

FTCS0.53%$53

PRFD0.87%$87

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236M[…]

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

RECSMeasurePRFD

+8.6%Year to dateJan 1 → Nov 12+0.2%

+9.2%1 yearTotal return+0.7%

+21.3%3 years · per year$10,000 became $17,848 · $12,960+9.0%

+12.2%5 years · per year$10,000 became $17,784 · […][…]

0.15%Expense ratio$15 · $87 a year on $10k · lower is better0.87%

1.02%Trailing 12-mo yield$102 · $609 a year on $10k6.09%

−8.8%Worst dropSmaller is better−3.6%

12.6%VolatilityLower is calmer3.6%

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

4–3RECS wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MS-PQ0.4%

not top 5WFC-PZ0.3%

not top 5JPM-PL0.3%

not top 5VOYA-PB0.2%

not top 5T-PC0.2%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

RECS vs PRFD Returns, Every Period

1Y

Columbia ThreadneedleRECS

+9.2%

past year

PRFDPIMCO

+0.7%

past year

RECSPRFDFaded: behind in that period

3–0RECS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

RECS vs PRFD

YTD

Columbia ThreadneedleRECS

+8.6%

PRFDPIMCO

+0.2%

+8.6%Year to date+0.2%

−8.8%Worst drop · 1Y−3.6%

12.6%Volatility · 1Y3.6%

1.0%Yield6.1%

$6.1BAssets$236M

3–1PRFD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: PRFD, RECS, CGBL, FTCS

1Y

6.09%highest, PRFD

FundTrailing yieldYield$10k

PRFD6.09%$609

CGBL1.95%$195

FTCS1.10%$110

RECS1.02%$102

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

Income After Fees on $10,000

1Y

$522most kept, PRFD

PRFD$609 − $87 = $522

CGBL$195 − $33 = $162

RECS$102 − $15 = $87

FTCS$110 − $53 = $57

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PRFD, RECS, CGBL, FTCS

Today

12.7%most shared, RECS and FTCS

PRFDRECSCGBLFTCS

PRFD—0.0%0.0%0.0%

RECS0.0%—10.2%12.7%

CGBL0.0%10.2%—8.2%

FTCS0.0%12.7%8.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+14.4%FTCS, at 11.7% volatility

PRFDWorst drop−3.6%3.6% vol

CGBLWorst drop−7.9%10.9% vol

FTCSWorst drop−8.1%11.7% vol

RECSWorst drop−8.8%12.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PRFDFTCS

+0.2%Year to date+13.9%

6.1%Yield1.1%

+0.7%Past year+14.4%

0.87%Fee0.53%

3–1FTCS wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

PRFD, RECS, CGBL and FTCS

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four