Compare · 4 funds side by side · dividends reinvested

RECS, IPAY, TCAF and FTCS

RECSColumbia Threadneedle×IPAYAmplify×TCAFT. Rowe Price×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

RECS, IPAY, TCAF and FTCS, 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%$7.9B1.6

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

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

Amplify Digital Payments ETFUnsorted0.75%0.81%−2.3%−2.7%+11.4%−4.7%−22.6%24.9%$152M3.8

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 · IPAY 2015 · TCAF 2023 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

RECS

IPAY

Amplify Digital Payments ETF · $152M$7,868

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

RECSMeasureIPAY

+9.2%Year to dateJan 1 → Nov 9−2.3%

+12.0%1 yearTotal return−2.7%

+22.2%3 years · per year$10,000 became $18,237 · $13,832+11.4%

+12.6%5 years · per year$10,000 became $18,097 · $7,868−4.7%

0.15%Expense ratio$15 · $75 a year on $10k · lower is better0.75%

1.02%Trailing 12-mo yield$102 · $81 a year on $10k0.81%

−8.8%Worst dropSmaller is better−22.6%

12.6%VolatilityLower is calmer24.9%

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

8–0RECS 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 IPAY: Top 5 Holdings

Today

RECS

33.2%in top 5

IPAY

in top 531.6%

RECSStockIPAY

12.8%AAPLnot top 5

10.6%NVDAnot top 5

not top 5V7.0%

2.8%MA7.0%

not top 5PYPL5.9%

not top 5AXP5.9%

not top 5COF5.7%

4.2%METAnot top 5

2.8%XLCnot top 5

Held in common2.8%

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

RECS vs IPAY Returns, Every Period

Columbia ThreadneedleRECS

+12.6%

5 years, per year

IPAYAmplify

−4.7%

5 years, per year

RECSIPAYFaded: behind in that period

4–0RECS wins

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

RECS vs FTCS

YTD

Columbia ThreadneedleRECS

+9.2%

FTCSFirst Trust

+13.8%

+9.2%Year to date+13.8%

−8.8%Worst drop · 1Y−8.1%

12.6%Volatility · 1Y11.8%

1.0%Yield1.1%

$6.0BAssets$7.9B

4–0FTCS wins

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

Cost, Income and Risk

Fees: RECS, IPAY, TCAF, FTCS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

FTCS0.53%$53

IPAY0.75%$75

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

Yields: RECS, IPAY, TCAF, FTCS

1.10%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.10%$110

RECS1.02%$102

IPAY0.81%$81

TCAF0.44%$44

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

IPAY$81 − $75 = $6

KeptFee

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

Overlap: RECS, IPAY, TCAF, FTCS

Today

12.7%most shared, RECS and FTCS

RECSIPAYTCAFFTCS

RECS—2.8%1.6%12.7%

IPAY2.8%—0.0%6.1%

TCAF1.6%0.0%—4.4%

FTCS12.7%6.1%4.4%—

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

Return vs Bumpiness: 4 ETFs

+16.6%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

IPAYWorst drop−22.6%24.9% vol

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

Paid More vs Made More

YTD

FTCSTCAF

+13.8%Year to date+13.1%

1.1%Yield0.4%

+16.6%Past year+14.3%

0.53%Fee0.31%

3–1FTCS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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