Compare · 4 funds side by side · dividends reinvested

TCAF, TOS, IALT and RECS

TCAFT. Rowe Price×TOSTwin Oak×IALTiShares×RECSColumbia Threadneedle×

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, TOS, IALT and RECS, 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%$6.0B1.4

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B1.9

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+14.7%[…][…][…][…][…]$7.8B2.7

Twin Oak Strategic Solutions ETFUnsorted0.36%0.00%[…][…][…][…][…][…]$138M3.5

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 · TOS 2026 · IALT 2025 · RECS 2019

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.0B$18,097

RECS

TCAF

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

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

RECSMeasureTCAF

+9.2%Year to dateJan 1 → Nov 9+13.1%

+12.0%1 yearTotal return+14.3%

+22.2%3 years · per year$10,000 became $18,237 · $17,456+20.4%

+12.6%5 years · per year$10,000 became $18,097 · […][…]

0.15%Expense ratio$15 · $31 a year on $10k · lower is better0.31%

1.02%Trailing 12-mo yield$102 · $44 a year on $10k0.44%

−8.8%Worst dropSmaller is better−10.8%

12.6%VolatilityLower is calmer13.2%

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

5–2RECS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RECS vs TCAF: Top 5 Holdings

Today

RECS

33.2%in top 5

TCAF

in top 526.4%

RECSStockTCAF

12.8%AAPLnot top 5

10.6%NVDAnot top 5

not top 5MSFT.NE7.5%

not top 5AMZN.NE5.7%

not top 5NVDA.NE5.1%

not top 5AAPL.MX5.1%

4.2%METAnot top 5

not top 5CNP3.0%

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common1.6%

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

RECS vs TCAF Returns, Every Period

Columbia ThreadneedleRECS

+12.0%

past year

TCAFT. Rowe Price

+14.3%

past year

RECSTCAFFaded: behind in that period

1–2TCAF wins

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

RECS vs TCAF

YTD

Columbia ThreadneedleRECS

+9.2%

TCAFT. Rowe Price

+13.1%

+9.2%Year to date+13.1%

−8.8%Worst drop · 1Y−10.8%

12.6%Volatility · 1Y13.2%

1.0%Yield0.4%

$6.0BAssets$7.9B

3–1RECS wins

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

Cost, Income and Risk

Fees: TCAF, TOS, IALT, RECS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

TOS0.36%$36

IALT0.99%$99

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

Yields: TCAF, TOS, IALT, RECS

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

TCAF0.44%$44

IALT0.39%$39

TOS0.00%$0

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

TCAF$44 − $31 = $13

TOS$0 − $36 = −$36

IALT$39 − $99 = −$60

KeptFee

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

Overlap: TCAF, TOS, IALT, RECS

Today

19.2%most shared, IALT and RECS

TCAFTOSIALTRECS

TCAF—2.1%1.8%1.6%

TOS2.1%—1.0%9.8%

IALT1.8%1.0%—19.2%

RECS1.6%9.8%19.2%—

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

Return vs Bumpiness: 4 ETFs

+14.3%TCAF, at 13.2% volatility

RECSWorst drop−8.8%12.6% vol

TCAFWorst drop−10.8%13.2% vol

TOSWorst drop[…][…]

IALTWorst drop[…][…]

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

Paid More vs Made More

YTD

RECSIALT

+9.2%Year to date+14.7%

1.0%Yield0.4%

+12.0%Past year[…]

0.15%Fee0.99%

2–1RECS 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%

$122BAssets$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