Compare · 4 funds side by side · dividends reinvested

TCAF, SCHK, FTCS and IALT

TCAFT. Rowe Price×SCHKSchwab×FTCSFirst Trust×IALTiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,944SCHK · best of the four

02 / 04

TCAF, SCHK, FTCS and IALT, 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%$7.9B1.8

Schwab 1000 Index ETFUnsorted0.03%1.06%+11.3%+13.5%+21.9%+11.1%−8.9%14.0%$5.5B2.1

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.4

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+14.7%[…][…][…][…][…]$7.8B3.0

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 · SCHK 2017 · FTCS 2006 · IALT 2025

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$16,944

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

TCAFMeasureSCHK

+13.1%Year to dateJan 1 → Nov 9+11.3%

+14.3%1 yearTotal return+13.5%

+20.4%3 years · per year$10,000 became $17,456 · $18,114+21.9%

[…]5 years · per year$10,000 became […] · $16,944+11.1%

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

0.44%Trailing 12-mo yield$44 · $106 a year on $10k1.06%

−10.8%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer14.0%

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

3–4SCHK 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 SCHK: Top 5 Holdings

Today

TCAF

26.4%in top 5

SCHK

in top 525.6%

TCAFStockSCHK

7.5%MSFT.NEnot top 5

not top 5AAPL7.3%

not top 5NVDA6.6%

not top 5MSFT5.7%

5.7%AMZN.NEnot top 5

5.1%NVDA.NEnot top 5

5.1%AAPL.MXnot top 5

not top 5AMZN3.7%

3.0%CNPnot top 5

not top 5GOOGL2.4%

Held in common7.9%

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

TCAF vs SCHK Returns, Every Period

T. Rowe PriceTCAF

+14.3%

past year

SCHKSchwab

+13.5%

past year

TCAFSCHKFaded: behind in that period

2–1TCAF wins

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

TCAF vs FTCS

YTD

T. Rowe PriceTCAF

+13.1%

FTCSFirst Trust

+13.8%

+13.1%Year to date+13.8%

−10.8%Worst drop · 1Y−8.1%

13.2%Volatility · 1Y11.8%

0.4%Yield1.1%

$7.9BAssets$7.9B

4–0FTCS wins

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

Cost, Income and Risk

Fees: TCAF, SCHK, FTCS, IALT

Today

0.03%lowest, SCHK

FundExpense ratioFee$10k

SCHK0.03%$3

TCAF0.31%$31

FTCS0.53%$53

IALT0.99%$99

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

Yields: TCAF, SCHK, FTCS, IALT

1.10%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.10%$110

SCHK1.06%$106

TCAF0.44%$44

IALT0.39%$39

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

Income After Fees on $10,000

$103most kept, SCHK

SCHK$106 − $3 = $103

FTCS$110 − $53 = $57

TCAF$44 − $31 = $13

IALT$39 − $99 = −$60

KeptFee

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

Overlap: TCAF, SCHK, FTCS, IALT

Today

21.7%most shared, SCHK and IALT

TCAFSCHKFTCSIALT

TCAF—7.9%4.4%1.8%

SCHK7.9%—12.9%21.7%

FTCS4.4%12.9%—5.6%

IALT1.8%21.7%5.6%—

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

Return vs Bumpiness: 4 ETFs

+16.6%FTCS, at 11.8% volatility

FTCSWorst drop−8.1%11.8% vol

TCAFWorst drop−10.8%13.2% vol

SCHKWorst drop−8.9%14.0% vol

IALTWorst drop[…][…]

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

Paid More vs Made More

YTD

FTCSIALT

+13.8%Year to date+14.7%

1.1%Yield0.4%

+16.6%Past year[…]

0.53%Fee0.99%

2–1FTCS wins

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