Compare · 3 funds side by side · dividends reinvested

TCAF, QAI and RECS

TCAFT. Rowe Price×QAINY Life Investments×RECSColumbia Threadneedle×

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

02 / 04

TCAF, QAI and RECS, 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%$6.0B1.6

NYLI Hedge Multi-Strategy Tracker ETFUnsorted0.75%1.43%+5.4%+5.9%+8.6%+4.0%−4.4%7.3%$980M2.1

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$7.9B2.1

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: TCAF 2023 · QAI 2009 · RECS 2019

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Capital Appreciation Equity ETF · $7.9B[…]

TCAF

RECS

Columbia Research Enhanced Core ETF · $6.0B$17,787

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

TCAFMeasureRECS

+10.6%Year to dateJan 1 → Nov 6+7.3%

+10.3%1 yearTotal return+9.1%

+20.3%3 years · per year$10,000 became $17,395 · $18,239+22.2%

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

0.31%Expense ratio$31 · $15 a year on $10k · lower is better0.15%

0.45%Trailing 12-mo yield$45 · $104 a year on $10k1.04%

−10.8%Worst dropSmaller is better−8.8%

13.1%VolatilityLower is calmer12.5%

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

2–5RECS wins

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

More Ways to See the Pairs

TCAF vs RECS: Top 5 Holdings

Today

TCAF

26.6%in top 5

RECS

in top 533.0%

TCAFStockRECS

not top 5AAPL12.9%

not top 5NVDA10.4%

7.7%MSFT.NEnot top 5

5.8%AMZN.NEnot top 5

5.1%AAPL.MXnot top 5

5.0%NVDA.NEnot top 5

not top 5META4.2%

3.0%CNPnot top 5

not top 5MA2.8%

not top 5XLC2.8%

Held in common1.6%

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

TCAF vs RECS Returns, Every Period

T. Rowe PriceTCAF

+10.3%

past year

RECSColumbia Threadneedle

+9.1%

past year

TCAFRECSFaded: behind in that period

2–1TCAF wins

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

TCAF vs QAI

YTD

T. Rowe PriceTCAF

+10.6%

QAINY Life Investments

+5.4%

+10.6%Year to date+5.4%

−10.8%Worst drop · 1Y−4.4%

13.1%Volatility · 1Y7.3%

0.5%Yield1.4%

$7.9BAssets$980M

3–1QAI wins

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

Cost, Income and Risk

Fees: TCAF, QAI, RECS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

QAI0.75%$75

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

Yields: TCAF, QAI, RECS

1.43%highest, QAI

FundTrailing yieldYield$10k

QAI1.43%$143

RECS1.04%$104

TCAF0.45%$45

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

Income After Fees on $10,000

$89most kept, RECS

RECS$104 − $15 = $89

QAI$143 − $75 = $68

TCAF$45 − $31 = $14

KeptFee

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

Overlap: TCAF, QAI, RECS

Today

2.7%most shared, QAI and RECS

TCAFQAIRECS

TCAF—0.0%1.6%

QAI0.0%—2.7%

RECS1.6%2.7%—

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

Return vs Bumpiness: 3 ETFs

+10.3%TCAF, at 13.1% volatility

QAIWorst drop−4.4%7.3% vol

RECSWorst drop−8.8%12.5% vol

TCAFWorst drop−10.8%13.1% vol

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

Paid More vs Made More

YTD

QAITCAF

+5.4%Year to date+10.6%

1.4%Yield0.5%

+5.9%Past year+10.3%

0.75%Fee0.31%

3–1TCAF wins

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