FTCS vs RECS

AFTCS

BRECS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,787RECS · FTCS $13,686

Lowest cost0.15%RECS · $15 on $10k

Most income1.12%FTCS · $112 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common12.8%FTCS and RECS

FTCS

RECS

First Trust Capital Strength ETF · $8.2BColumbia Research Enhanced Core ETF · $6.0B

+13.4%3 years · per year$14,567 · $18,239+22.2%

+6.5%5 years · per year$13,686 · $17,787+12.2%

0.53%Expense ratio$53 · $15 on $10k · lower wins0.15%

1.12%12-mo yield$112 · $104 on $10k1.04%

−8.1%Worst dropSmaller wins−8.8%

11.7%VolatilityLower wins12.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTCS · RECS

2.0%MA2.8%

1.9%AAPL12.9%

1.8%TJX1.4%

2.1%ADP0.9%

Held in common12.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.0B
2	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B
3	CNEQ	Alger Concentrated Equity ETFRead Desk	0.56%	0.51%	+2.1%	+2.8%	+0.2%	new	new	−17.3%	$5.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.0B
2	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B
3	CNEQ	Alger Concentrated Equity ETFRead Desk	0.56%	0.51%	+2.1%	+2.8%	+0.2%	new	new	−17.3%	$5.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTCS vs RECS

FTCS

First Trust Capital Strength

$13,687

RECS

Columbia Research Enhanced Core

$17,787

MeasureFTCSRECS

Fee0.53%0.15%

Cost on $10k a year$53$15

Yield1.12%1.04%

5 years, per year+6.5%+12.2%

3 years, per year+13.4%+22.2%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y11.7%12.5%

3–3measures won
level

12.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FTCS, RECS, CNEQ

Today

20.9%most shared, RECS and CNEQ

FTCSRECSCNEQ

FTCS—12.8%1.9%

RECS12.8%—20.9%

CNEQ1.9%20.9%—

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

Income After Fees on $10,000

$89most kept, RECS

RECS$104 − $15 = $89

FTCS$112 − $53 = $59

CNEQ$51 − $56 = −$5

KeptFee

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