Compare · 3 funds side by side · dividends reinvested

TOS, TCAF and RECS

TOSTwin Oak×TCAFT. Rowe Price×RECSColumbia Threadneedle×

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

02 / 04

TOS, TCAF 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%$6.0B1.3

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B1.7

Twin Oak Strategic Solutions ETFUnsorted0.36%0.00%[…][…][…][…][…][…]$138M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: TOS 2026 · TCAF 2023 · RECS 2019

Head to Head

Swap sides Versus in desk

Head to Head

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

TCAF

TOS

Twin Oak Strategic Solutions ETF · $138M[…]

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

TCAFMeasureTOS

+13.1%Year to dateJan 1 → Nov 9[…]

+14.3%1 yearTotal return[…]

+20.4%3 years · per year$10,000 became $17,456 · […][…]

[…]5 years · per year[…]

0.31%Expense ratio$31 · $36 a year on $10k · lower is better0.36%

0.44%Trailing 12-mo yield$44 · $0 a year on $10k0.00%

−10.8%Worst dropSmaller is better[…]

13.2%VolatilityLower is calmer[…]

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

2–0TCAF 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 TOS: Top 5 Holdings

Today

TCAF

26.4%in top 5

TOS

in top 546.4%

TCAFStockTOS

not top 5AMZN9.6%

not top 5ASML9.5%

not top 5DISV9.4%

not top 5NVDA9.3%

not top 5TSM8.5%

7.5%MSFT.NEnot top 5

5.7%AMZN.NEnot top 5

5.1%NVDA.NEnot top 5

5.1%AAPL.MXnot top 5

3.0%CNPnot top 5

Held in common2.1%

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

TCAF vs TOS Returns, Every Period

T. Rowe PriceTCAF

+14.3%

past year

TOSTwin Oak

[…]

past year

Returns […]

TCAFTOSFaded: behind in that period

0–0Level

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

TCAF vs RECS

YTD

T. Rowe PriceTCAF

+13.1%

RECSColumbia Threadneedle

+9.2%

+13.1%Year to date+9.2%

−10.8%Worst drop · 1Y−8.8%

13.2%Volatility · 1Y12.6%

0.4%Yield1.0%

$7.9BAssets$6.0B

3–1RECS wins

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

Cost, Income and Risk

Fees: TOS, TCAF, RECS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TCAF0.31%$31

TOS0.36%$36

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

Yields: TOS, TCAF, RECS

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

TCAF0.44%$44

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

KeptFee

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

Overlap: TOS, TCAF, RECS

Today

9.8%most shared, TOS and RECS

TOSTCAFRECS

TOS—2.1%9.8%

TCAF2.1%—1.6%

RECS9.8%1.6%—

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

Return vs Bumpiness: 3 ETFs

+14.3%TCAF, at 13.2% volatility

RECSWorst drop−8.8%12.6% vol

TCAFWorst drop−10.8%13.2% vol

TOSWorst drop[…][…]

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

Paid More vs Made More

YTD

RECSTCAF

+9.2%Year to date+13.1%

1.0%Yield0.4%

+12.0%Past year+14.3%

0.15%Fee0.31%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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