Compare · 4 funds side by side · dividends reinvested

RECS, IALT, SMH and TCAF

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

RECS, IALT, SMH and TCAF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.1

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.3

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+14.7%[…][…][…][…][…]$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: RECS 2019 · IALT 2025 · SMH 2011 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

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

RECS

IALT

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

$10,000 five years ago, dividends reinvested · they hold 19.2% in common

RECSMeasureIALT

+9.2%Year to dateJan 1 → Nov 9+14.7%

+12.0%1 yearTotal return[…]

+22.2%3 years · per year$10,000 became $18,237 · […][…]

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

0.15%Expense ratio$15 · $99 a year on $10k · lower is better0.99%

1.02%Trailing 12-mo yield$102 · $39 a year on $10k0.39%

−8.8%Worst dropSmaller is better[…]

12.6%VolatilityLower is calmer[…]

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

2–1RECS wins

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

More Ways to See the Pairs

RECS vs IALT: Top 5 Holdings

Today

RECS

33.2%in top 5

IALT

in top 54.7%

RECSStockIALT

12.8%AAPLnot top 5

10.6%NVDAnot top 5

4.2%METAnot top 5

2.8%MAnot top 5

2.8%XLCnot top 5

not top 5TD.TO1.0%

not top 5ADBE1.0%

not top 5NEM0.9%

not top 5SHEL.L0.9%

not top 5ENEL.MI0.9%

Held in common19.2%

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

RECS vs IALT Returns, Every Period

Columbia ThreadneedleRECS

+12.0%

past year

IALTiShares

[…]

past year

RECSIALTFaded: behind in that period

0–1IALT wins

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

RECS vs TCAF

YTD

Columbia ThreadneedleRECS

+9.2%

TCAFT. Rowe Price

+13.1%

+9.2%Year to date+13.1%

−8.8%Worst drop · 1Y−10.8%

12.6%Volatility · 1Y13.2%

1.0%Yield0.4%

$6.0BAssets$7.9B

3–1RECS wins

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

Cost, Income and Risk

Fees: RECS, IALT, SMH, TCAF

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

SMH0.35%$35

IALT0.99%$99

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

Yields: RECS, IALT, SMH, TCAF

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

TCAF0.44%$44

IALT0.39%$39

SMH0.23%$23

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

TCAF$44 − $31 = $13

SMH$23 − $35 = −$12

IALT$39 − $99 = −$60

KeptFee

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

Overlap: RECS, IALT, SMH, TCAF

Today

19.2%most shared, RECS and IALT

RECSIALTSMHTCAF

RECS—19.2%13.7%1.6%

IALT19.2%—1.8%1.8%

SMH13.7%1.8%—4.6%

TCAF1.6%1.8%4.6%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

RECSWorst drop−8.8%12.6% vol

TCAFWorst drop−10.8%13.2% vol

SMHWorst drop−33.1%43.1% vol

IALTWorst drop[…][…]

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

Paid More vs Made More

YTD

RECSSMH

+9.2%Year to date+35.3%

1.0%Yield0.2%

+12.0%Past year+39.3%

0.15%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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