FTCS vs SURI

AFTCS

BSURI

Measures won4–1FTCS wins · of 6 · 5Y

$10,000 · 5Y$13,686FTCS

Lowest cost0.31%TCAF · $31 on $10k

Most income17.01%SURI · $1,701 on $10k

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

Held in common0.0%FTCS and SURI

FTCS

SURI

First Trust Capital Strength ETF · $8.2BSimplify Propel Opportunities ETF · $72M

+13.4%3 years · per year$14,567 · $13,773+11.3%

+6.5%5 years · per year$13,686 · […][…]

0.53%Expense ratio$53 · $284 on $10k · lower wins2.84%

1.12%12-mo yield$112 · $1,701 on $10k17.01%

−8.1%Worst dropSmaller wins−19.2%

11.7%VolatilityLower wins20.9%

4–1FTCS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTCS · SURI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	17.01%	−1.3%	+8.0%	+16.6%	+11.3%	new	−19.2%	$72M
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$8.2B

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	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
2	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	17.01%	−1.3%	+8.0%	+16.6%	+11.3%	new	−19.2%	$72M
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$8.2B

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 SURI

FTCS

First Trust Capital Strength

$13,686

SURI

Simplify Propel Opportunities

[…]

MeasureFTCSSURI

Fee0.53%2.84%

Cost on $10k a year$53$284

Yield1.12%17.01%

5 years, per year+6.5%[…]

3 years, per year+13.4%+11.3%

Worst drop · 1Y−8.1%−19.2%

Volatility · 1Y11.7%20.9%

4–1measures won
FTCS first

0.0%

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, SURI, TCAF

Today

4.5%most shared, FTCS and TCAF

FTCSSURITCAF

FTCS—0.0%4.5%

SURI0.0%—0.0%

TCAF4.5%0.0%—

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

Income After Fees on $10,000

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

FTCS$112 − $53 = $59

TCAF$45 − $31 = $14

KeptFee

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