Compare · 4 funds side by side · dividends reinvested

TCAF, RECS, SMH and SOXX

TCAFT. Rowe Price×RECSColumbia Threadneedle×SMHVanEck×SOXXiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

TCAF, RECS, SMH and SOXX, 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%$6.0B2.3

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.5

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.7

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: TCAF 2023 · RECS 2019 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

TCAF

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

TCAFMeasureSMH

+13.1%Year to dateJan 1 → Nov 9+35.3%

+14.3%1 yearTotal return+39.3%

+20.4%3 years · per year$10,000 became $17,456 · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

0.31%Expense ratio$31 · $35 a year on $10k · lower is better0.35%

0.44%Trailing 12-mo yield$44 · $23 a year on $10k0.23%

−10.8%Worst dropSmaller is better−33.1%

13.2%VolatilityLower is calmer43.1%

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

4–3TCAF 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 SMH: Top 5 Holdings

Today

TCAF

26.4%in top 5

SMH

in top 547.7%

TCAFStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

7.5%MSFT.NEnot top 5

not top 5TXN5.9%

5.7%AMZN.NEnot top 5

not top 5AVGO5.7%

not top 5AMD5.4%

5.1%NVDA.NEnot top 5

5.1%AAPL.MXnot top 5

3.0%CNPnot top 5

Held in common4.6%

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

TCAF vs SMH Returns, Every Period

T. Rowe PriceTCAF

+14.3%

past year

SMHVanEck

+39.3%

past year

TCAFSMHFaded: behind in that period

0–3SMH wins

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

TCAF vs RECS

YTD

T. Rowe PriceTCAF

+13.1%

RECSColumbia Threadneedle

+9.2%

+13.1%Year to date+9.2%

−10.8%Worst drop · 1Y−8.8%

13.2%Volatility · 1Y12.6%

0.4%Yield1.0%

$7.9BAssets$6.0B

3–1RECS wins

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

Cost, Income and Risk

Fees: TCAF, RECS, SMH, SOXX

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

SOXX0.33%$33

SMH0.35%$35

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

Yields: TCAF, RECS, SMH, SOXX

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

SOXX0.71%$71

TCAF0.44%$44

SMH0.23%$23

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

SOXX$71 − $33 = $38

TCAF$44 − $31 = $13

SMH$23 − $35 = −$12

KeptFee

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

Overlap: TCAF, RECS, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

TCAFRECSSMHSOXX

TCAF—1.6%4.6%3.7%

RECS1.6%—13.7%11.5%

SMH4.6%13.7%—69.6%

SOXX3.7%11.5%69.6%—

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

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

RECSWorst drop−8.8%12.6% vol

TCAFWorst drop−10.8%13.2% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

RECSSOXX

+9.2%Year to date+46.5%

1.0%Yield0.7%

+12.0%Past year+48.5%

0.15%Fee0.33%

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%

$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