Compare · 3 funds side by side · dividends reinvested

TCAF, SCHK and FTCS

TCAFT. Rowe Price×SCHKSchwab×FTCSFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,579SCHK · best of the three

02 / 04

TCAF, SCHK and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.12%+11.9%+14.1%+13.4%+6.5%−8.1%11.7%$7.9B1.6

Schwab 1000 Index ETFUnsorted0.03%1.08%+8.6%+9.6%+21.7%+10.6%−8.9%13.8%$5.5B2.0

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$7.9B2.3

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: TCAF 2023 · SCHK 2017 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

TCAF

SCHK

Schwab 1000 Index ETF · $5.5B$16,579

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

TCAFMeasureSCHK

+10.6%Year to dateJan 1 → Nov 6+8.6%

+10.3%1 yearTotal return+9.6%

+20.3%3 years · per year$10,000 became $17,395 · $18,035+21.7%

[…]5 years · per year$10,000 became […] · $16,579+10.6%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

0.45%Trailing 12-mo yield$45 · $108 a year on $10k1.08%

−10.8%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.8%

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

3–4SCHK 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 SCHK: Top 5 Holdings

Today

TCAF

26.6%in top 5

SCHK

in top 525.6%

TCAFStockSCHK

7.7%MSFT.NEnot top 5

not top 5AAPL7.3%

not top 5NVDA6.4%

not top 5MSFT5.8%

5.8%AMZN.NEnot top 5

5.1%AAPL.MXnot top 5

5.0%NVDA.NEnot top 5

not top 5AMZN3.7%

3.0%CNPnot top 5

not top 5GOOGL2.4%

Held in common8.0%

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

TCAF vs SCHK Returns, Every Period

T. Rowe PriceTCAF

+10.3%

past year

SCHKSchwab

+9.6%

past year

TCAFSCHKFaded: behind in that period

2–1TCAF wins

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

TCAF vs FTCS

YTD

T. Rowe PriceTCAF

+10.6%

FTCSFirst Trust

+11.9%

+10.6%Year to date+11.9%

−10.8%Worst drop · 1Y−8.1%

13.1%Volatility · 1Y11.7%

0.5%Yield1.1%

$7.9BAssets$7.9B

4–0FTCS wins

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

Cost, Income and Risk

Fees: TCAF, SCHK, FTCS

Today

0.03%lowest, SCHK

FundExpense ratioFee$10k

SCHK0.03%$3

TCAF0.31%$31

FTCS0.53%$53

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

Yields: TCAF, SCHK, FTCS

1.12%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.12%$112

SCHK1.08%$108

TCAF0.45%$45

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

Income After Fees on $10,000

$105most kept, SCHK

SCHK$108 − $3 = $105

FTCS$112 − $53 = $59

TCAF$45 − $31 = $14

KeptFee

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

Overlap: TCAF, SCHK, FTCS

Today

13.0%most shared, SCHK and FTCS

TCAFSCHKFTCS

TCAF—8.0%4.5%

SCHK8.0%—13.0%

FTCS4.5%13.0%—

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

Return vs Bumpiness: 3 ETFs

+14.1%FTCS, at 11.7% volatility

FTCSWorst drop−8.1%11.7% vol

TCAFWorst drop−10.8%13.1% vol

SCHKWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

FTCSTCAF

+11.9%Year to date+10.6%

1.1%Yield0.5%

+14.1%Past year+10.3%

0.53%Fee0.31%

3–1FTCS 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026