Compare · 4 funds side by side · dividends reinvested

SURI, RECS, TCAF and FTCS

SURISimplify×RECSColumbia Threadneedle×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

SURI, RECS, 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%$7.9B1.9

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B2.3

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M2.9

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.9

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: SURI 2023 · RECS 2019 · 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

SURI

Simplify Propel Opportunities ETF · $78M[…]

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

RECSMeasureSURI

+9.2%Year to dateJan 1 → Nov 9+13.2%

+12.0%1 yearTotal return+23.6%

+22.2%3 years · per year$10,000 became $18,237 · $14,374+12.9%

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

0.15%Expense ratio$15 · $284 a year on $10k · lower is better2.84%

1.02%Trailing 12-mo yield$102 · $1,623 a year on $10k16.23%

−8.8%Worst dropSmaller is better−19.2%

12.6%VolatilityLower is calmer21.4%

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

4–3RECS 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 SURI: Top 5 Holdings

Today

RECS

33.2%in top 5

SURI

in top 560.4%

RECSStockSURI

not top 5PAGP42.0%

12.8%AAPLnot top 5

10.6%NVDAnot top 5

not top 5ACHV8.0%

not top 5DCTH4.3%

4.2%METAnot top 5

not top 5MIST3.3%

not top 5COLL2.9%

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common0.1%

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

RECS vs SURI Returns, Every Period

Columbia ThreadneedleRECS

+12.0%

past year

SURISimplify

+23.6%

past year

RECSSURIFaded: behind in that period

1–2SURI wins

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

RECS vs SURI

YTD

Columbia ThreadneedleRECS

+9.2%

SURISimplify

+13.2%

+9.2%Year to date+13.2%

−8.8%Worst drop · 1Y−19.2%

12.6%Volatility · 1Y21.4%

1.0%Yield16.2%

$6.0BAssets$78.2M

2–2level

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

Cost, Income and Risk

Fees: SURI, RECS, TCAF, FTCS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

FTCS0.53%$53

SURI2.84%$284

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

Yields: SURI, RECS, TCAF, FTCS

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

FTCS1.10%$110

RECS1.02%$102

TCAF0.44%$44

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

Income After Fees on $10,000

$1,339most kept, SURI

SURI$1,623 − $284 = $1,339

RECS$102 − $15 = $87

FTCS$110 − $53 = $57

TCAF$44 − $31 = $13

KeptFee

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

Overlap: SURI, RECS, TCAF, FTCS

Today

12.7%most shared, RECS and FTCS

SURIRECSTCAFFTCS

SURI—0.1%0.0%0.0%

RECS0.1%—1.6%12.7%

TCAF0.0%1.6%—4.4%

FTCS0.0%12.7%4.4%—

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

Return vs Bumpiness: 4 ETFs

+23.6%SURI, at 21.4% volatility

FTCSWorst drop−8.1%11.8% vol

RECSWorst drop−8.8%12.6% vol

TCAFWorst drop−10.8%13.2% vol

SURIWorst drop−19.2%21.4% vol

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

Paid More vs Made More

YTD

SURIFTCS

+13.2%Year to date+13.8%

16.2%Yield1.1%

+23.6%Past year+16.6%

2.84%Fee0.53%

2–2level

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%

$122BAssets$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