Compare TCAF, SURI and IALT

TCAF, SURI and IALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$8.2B1.4

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$72M2.0

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+13.7%[…][…][…][…][…]$7.8B2.0

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 · SURI 2023 · IALT 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

T. Rowe Capital Appreciation Equity ETF · $8.2B[…]

TCAF

SURI

Simplify Propel Opportunities ETF · $72M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TCAFMeasureSURI

+10.6%Year to dateJan 1 → Nov 6+8.0%

+10.3%1 yearTotal return+16.6%

+20.3%3 years · per year$10,000 became $17,395 · $13,773+11.3%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $284 a year on $10k · lower is better2.84%

0.45%Trailing 12-mo yield$45 · $1,701 a year on $10k17.01%

−10.8%Worst dropSmaller is better−19.2%

13.1%VolatilityLower is calmer20.9%

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

5–2TCAF 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 SURI: Top 5 Holdings

Today

TCAF

26.6%in top 5

SURI

in top 567.6%

TCAFStockSURI

not top 5PAGP47.4%

not top 5ACHV9.0%

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 5DCTH4.6%

not top 5MIST3.6%

not top 5COLL3.1%

3.0%CNPnot top 5

Held in common0.0%

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

TCAF vs SURI Returns, Every Period

1Y

T. Rowe PriceTCAF

+10.3%

past year

SURISimplify

+16.6%

past year

TCAFSURIFaded: behind in that period

2–1TCAF wins

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

TCAF vs SURI

YTD

T. Rowe PriceTCAF

+10.6%

SURISimplify

+8.0%

+10.6%Year to date+8.0%

−10.8%Worst drop · 1Y−19.2%

13.1%Volatility · 1Y20.9%

0.5%Yield17.0%

$8.2BAssets$72.3M

3–1TCAF wins

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

Cost, Income and Risk

Fees: TCAF, SURI, IALT

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

IALT0.99%$99

SURI2.84%$284

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

Yields: TCAF, SURI, IALT

1Y

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

TCAF0.45%$45

IALT0.39%$39

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

Income After Fees on $10,000

1Y

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

TCAF$45 − $31 = $14

IALT$39 − $99 = −$60

KeptFee

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

Overlap: TCAF, SURI, IALT

Today

1.9%most shared, TCAF and IALT

TCAFSURIIALT

TCAF—0.0%1.9%

SURI0.0%—0.0%

IALT1.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+16.6%SURI, at 20.9% volatility

TCAFWorst drop−10.8%13.1% vol

SURIWorst drop−19.2%20.9% vol

IALTWorst drop[…][…]

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

Paid More vs Made More

YTD

SURIIALT

+8.0%Year to date+13.7%

17.0%Yield0.4%

+16.6%Past year[…]

2.84%Fee0.99%

2–1IALT 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