Compare · 4 funds side by side · dividends reinvested

TCAF, SURI, RECS and CGBL

TCAFT. Rowe Price×SURISimplify×RECSColumbia Threadneedle×CGBLCapital Group×

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

02 / 04

TCAF, SURI, 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%$6.0B2.0

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.6

Capital Group Core Balanced ETFUnsorted0.33%1.93%+6.9%+10.3%+16.4%[…]−7.9%11.0%$7.9B2.6

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M2.7

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 · SURI 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

SURI

Simplify Propel Opportunities ETF · $78M[…]

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

TCAFMeasureSURI

+13.1%Year to dateJan 1 → Nov 9+13.2%

+14.3%1 yearTotal return+23.6%

+20.4%3 years · per year$10,000 became $17,456 · $14,374+12.9%

[…]5 years · per year[…]

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

0.44%Trailing 12-mo yield$44 · $1,623 a year on $10k16.23%

−10.8%Worst dropSmaller is better−19.2%

13.2%VolatilityLower is calmer21.4%

TCAFSURI 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 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 9, 2026 · share of each fund

TCAF vs SURI Returns, Every Period

T. Rowe PriceTCAF

+14.3%

past year

SURISimplify

+23.6%

past year

TCAFSURIFaded: behind in that period

1–2SURI wins

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

TCAF vs SURI

YTD

T. Rowe PriceTCAF

+13.1%

SURISimplify

+13.2%

+13.1%Year to date+13.2%

−10.8%Worst drop · 1Y−19.2%

13.2%Volatility · 1Y21.4%

0.4%Yield16.2%

$7.9BAssets$78.2M

2–2level

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

Cost, Income and Risk

Fees: TCAF, SURI, RECS, CGBL

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

CGBL0.33%$33

SURI2.84%$284

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

Yields: TCAF, SURI, RECS, CGBL

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

CGBL1.93%$193

RECS1.02%$102

TCAF0.44%$44

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

Income After Fees on $10,000

$1,339most kept, SURI

SURI$1,623 − $284 = $1,339

CGBL$193 − $33 = $160

RECS$102 − $15 = $87

TCAF$44 − $31 = $13

KeptFee

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

Overlap: TCAF, SURI, RECS, CGBL

Today

9.9%most shared, RECS and CGBL

TCAFSURIRECSCGBL

TCAF—0.0%1.6%7.8%

SURI0.0%—0.1%0.0%

RECS1.6%0.1%—9.9%

CGBL7.8%0.0%9.9%—

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

Return vs Bumpiness: 4 ETFs

+23.6%SURI, at 21.4% volatility

CGBLWorst drop−7.9%11.0% vol

RECSWorst drop−8.8%12.6% vol

TCAFWorst drop−10.8%13.2% vol

SURIWorst drop−19.2%21.4% vol

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

Paid More vs Made More

YTD

SURITCAF

+13.2%Year to date+13.1%

16.2%Yield0.4%

+23.6%Past year+14.3%

2.84%Fee0.31%

3–1SURI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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