Compare · 3 funds side by side · dividends reinvested

RECS, SURI and TCAF

RECSColumbia Threadneedle×SURISimplify×TCAFT. Rowe Price×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,787RECS · best of the three

02 / 04

RECS, SURI and TCAF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.2B1.6

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$8.2B2.0

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$72M2.3

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: RECS 2019 · SURI 2023 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $72M[…]

SURI

RECS

Columbia Research Enhanced Core ETF · $6.2B$17,787

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SURIMeasureRECS

+8.0%Year to dateJan 1 → Nov 6+7.3%

+16.6%1 yearTotal return+9.1%

+11.3%3 years · per year$10,000 became $13,773 · $18,239+22.2%

[…]5 years · per year$10,000 became […] · $17,787+12.2%

2.84%Expense ratio$284 · $15 a year on $10k · lower is better0.15%

17.01%Trailing 12-mo yield$1,701 · $104 a year on $10k1.04%

−19.2%Worst dropSmaller is better−8.8%

20.9%VolatilityLower is calmer12.5%

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

3–4RECS wins

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

More Ways to See the Pairs

SURI vs RECS: Top 5 Holdings

Today

SURI

67.6%in top 5

RECS

in top 533.0%

SURIStockRECS

47.4%PAGPnot top 5

not top 5AAPL12.9%

not top 5NVDA10.4%

9.0%ACHVnot top 5

4.6%DCTHnot top 5

not top 5META4.2%

3.6%MISTnot top 5

3.1%COLLnot top 5

not top 5MA2.8%

not top 5XLC2.8%

Held in common0.1%

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

SURI vs RECS Returns, Every Period

SimplifySURI

+16.6%

past year

RECSColumbia Threadneedle

+9.1%

past year

SURIRECSFaded: behind in that period

2–1SURI wins

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

SURI vs RECS

YTD

SimplifySURI

+8.0%

RECSColumbia Threadneedle

+7.3%

+8.0%Year to date+7.3%

−19.2%Worst drop · 1Y−8.8%

20.9%Volatility · 1Y12.5%

17.0%Yield1.0%

$72.3MAssets$6.2B

2–2level

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

Cost, Income and Risk

Fees: RECS, SURI, TCAF

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

SURI2.84%$284

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

Yields: RECS, SURI, TCAF

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

RECS1.04%$104

TCAF0.45%$45

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

Income After Fees on $10,000

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

RECS$104 − $15 = $89

TCAF$45 − $31 = $14

KeptFee

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

Overlap: RECS, SURI, TCAF

Today

1.6%most shared, RECS and TCAF

RECSSURITCAF

RECS—0.1%1.6%

SURI0.1%—0.0%

TCAF1.6%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.6%SURI, at 20.9% volatility

RECSWorst drop−8.8%12.5% vol

TCAFWorst drop−10.8%13.1% vol

SURIWorst drop−19.2%20.9% vol

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

Paid More vs Made More

YTD

SURITCAF

+8.0%Year to date+10.6%

17.0%Yield0.5%

+16.6%Past year+10.3%

2.84%Fee0.31%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026