Compare · 4 funds side by side · dividends reinvested

TOS, IALT, RECS and TCAF

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,787RECS · best of the four

02 / 04

TOS, IALT, RECS and TCAF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.0B1.4

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$7.9B1.9

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+13.7%[…][…][…][…][…]$7.8B2.7

Twin Oak Strategic Solutions ETFUnsorted0.36%0.00%[…][…][…][…][…][…]$135M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: TOS 2026 · IALT 2025 · RECS 2019 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

Twin Oak Strategic Solutions ETF · $135M[…]

TOS

IALT

iShares Systematic Alternatives Active ETF · $7.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

TOSMeasureIALT

[…]Year to dateJan 1 → Nov 6+13.7%

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.36%Expense ratio$36 · $99 a year on $10k · lower is better0.99%

0.00%Trailing 12-mo yield$0 · $39 a year on $10k0.39%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TOS vs IALT: Top 5 Holdings

Today

TOS

46.2%in top 5

IALT

in top 54.7%

TOSStockIALT

9.9%AMZNnot top 5

9.7%DISVnot top 5

9.3%ASMLnot top 5

9.2%NVDAnot top 5

8.2%TSMnot top 5

not top 5ADBE1.0%

not top 5TD.TO1.0%

not top 5GS0.9%

not top 5SHEL.L0.9%

not top 5NEM0.9%

Held in common0.8%

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

TOS vs IALT Returns, Every Period

Twin OakTOS

[…]

past year

IALTiShares

[…]

past year

Returns […]

TOSIALTFaded: behind in that period

0–0Level

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

TOS vs RECS

YTD

Twin OakTOS

[…]

RECSColumbia Threadneedle

+7.3%

[…]Year to date+7.3%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y12.5%

0.0%Yield1.0%

$135MAssets$6.0B

1–0RECS wins

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

Cost, Income and Risk

Fees: TOS, IALT, RECS, TCAF

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

TOS0.36%$36

IALT0.99%$99

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

Yields: TOS, IALT, RECS, TCAF

1.04%highest, RECS

FundTrailing yieldYield$10k

RECS1.04%$104

TCAF0.45%$45

IALT0.39%$39

TOS0.00%$0

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

Income After Fees on $10,000

$89most kept, RECS

RECS$104 − $15 = $89

TCAF$45 − $31 = $14

TOS$0 − $36 = −$36

IALT$39 − $99 = −$60

KeptFee

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

Overlap: TOS, IALT, RECS, TCAF

Today

20.5%most shared, IALT and RECS

TOSIALTRECSTCAF

TOS—0.8%9.7%2.0%

IALT0.8%—20.5%1.9%

RECS9.7%20.5%—1.6%

TCAF2.0%1.9%1.6%—

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

Return vs Bumpiness: 4 ETFs

+10.3%TCAF, at 13.1% volatility

RECSWorst drop−8.8%12.5% vol

TCAFWorst drop−10.8%13.1% vol

TOSWorst drop[…][…]

IALTWorst drop[…][…]

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

Paid More vs Made More

YTD

RECSIALT

+7.3%Year to date+13.7%

1.0%Yield0.4%

+9.1%Past year[…]

0.15%Fee0.99%

2–1RECS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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