FTCS vs TCAF

AFTCS

BTCAF

Measures won3–2FTCS wins · of 6 · 5Y

$10,000 · 5Y$13,882FTCS

Lowest cost0.31%TCAF · $31 on $10k

Most income1.10%FTCS · $110 on $10k

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

Held in common4.4%FTCS and TCAF

FTCS

TCAF

First Trust Capital Strength ETF · $8.0BT. Rowe Capital Appreciation Equity ETF · $8.2B

+14.0%3 years · per year$14,831 · $17,391+20.3%

+6.8%5 years · per year$13,882 · […][…]

0.53%Expense ratio$53 · $31 on $10k · lower wins0.31%

1.10%12-mo yield$110 · $46 on $10k0.46%

−8.1%Worst dropSmaller wins−10.8%

11.6%VolatilityLower wins13.0%

3–2FTCS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTCS · TCAF

1.9%COR2.5%

2.2%VLTO1.5%

1.9%NOC1.0%

Held in common4.4%

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

Both

5Y2 funds

#			Trend
1	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B
2	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B

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

Both

5Y2 funds

#			Trend
1	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B
2	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B

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

Cards for this view

FTCS vs TCAF

FTCS

First Trust Capital Strength

$13,882

TCAF

T. Rowe Capital Appreciation Equity

[…]

MeasureFTCSTCAF

Fee0.53%0.31%

Cost on $10k a year$53$31

Yield1.10%0.46%

5 years, per year+6.8%[…]

3 years, per year+14.0%+20.3%

Worst drop · 1Y−8.1%−10.8%

Volatility · 1Y11.6%13.0%

3–2measures won
FTCS first

4.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FTCS, TCAF

Today

4.4%most shared, FTCS and TCAF

FTCSTCAF

FTCS—4.4%

TCAF4.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

TCAF$46 − $31 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee