Compare · 3 funds side by side · dividends reinvested

TCAF, RECS and CGBL

TCAFT. Rowe Price×RECSColumbia Threadneedle×CGBLCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,097RECS · best of the three

02 / 04

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

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.1

Capital Group Core Balanced ETFUnsorted0.33%1.94%+6.6%+9.9%+16.3%[…]−7.9%11.0%$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 9, 2026 · returns include dividends · since: TCAF 2023 · RECS 2019 · CGBL 2023

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$18,097

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

TCAFMeasureRECS

+13.1%Year to dateJan 1 → Nov 9+9.2%

+14.3%1 yearTotal return+12.0%

+20.4%3 years · per year$10,000 became $17,456 · $18,237+22.2%

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

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

0.44%Trailing 12-mo yield$44 · $102 a year on $10k1.02%

−10.8%Worst dropSmaller is better−8.8%

13.2%VolatilityLower is calmer12.6%

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

2–5RECS wins

End-of-day Nov 9, 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

26.4%in top 5

RECS

in top 533.2%

TCAFStockRECS

not top 5AAPL12.8%

not top 5NVDA10.6%

7.5%MSFT.NEnot top 5

5.7%AMZN.NEnot top 5

5.1%NVDA.NEnot top 5

5.1%AAPL.MXnot 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 9, 2026 · share of each fund

TCAF vs RECS Returns, Every Period

T. Rowe PriceTCAF

+14.3%

past year

RECSColumbia Threadneedle

+12.0%

past year

TCAFRECSFaded: behind in that period

2–1TCAF wins

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

TCAF vs CGBL

YTD

T. Rowe PriceTCAF

+13.1%

CGBLCapital Group

+6.6%

+13.1%Year to date+6.6%

−10.8%Worst drop · 1Y−7.9%

13.2%Volatility · 1Y11.0%

0.4%Yield1.9%

$7.9BAssets$7.9B

3–1CGBL wins

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

Cost, Income and Risk

Fees: TCAF, RECS, CGBL

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

CGBL0.33%$33

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

Yields: TCAF, RECS, CGBL

1.94%highest, CGBL

FundTrailing yieldYield$10k

CGBL1.94%$194

RECS1.02%$102

TCAF0.44%$44

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

Income After Fees on $10,000

$161most kept, CGBL

CGBL$194 − $33 = $161

RECS$102 − $15 = $87

TCAF$44 − $31 = $13

KeptFee

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

Overlap: TCAF, RECS, CGBL

Today

9.9%most shared, RECS and CGBL

TCAFRECSCGBL

TCAF—1.6%7.9%

RECS1.6%—9.9%

CGBL7.9%9.9%—

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

Return vs Bumpiness: 3 ETFs

+14.3%TCAF, at 13.2% volatility

CGBLWorst drop−7.9%11.0% vol

RECSWorst drop−8.8%12.6% vol

TCAFWorst drop−10.8%13.2% vol

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

Paid More vs Made More

YTD

CGBLTCAF

+6.6%Year to date+13.1%

1.9%Yield0.4%

+9.9%Past year+14.3%

0.33%Fee0.31%

3–1TCAF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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