FTCS vs TCAF

AFTCS

BTCAF

Measures won3–2FTCS wins · 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 common4.5%FTCS and TCAF

FTCS

TCAF

First Trust Capital Strength ETF · $8.2BT. Rowe Capital Appreciation Equity ETF · $7.9B

+13.4%3 years · per year$14,567 · $17,395+20.3%

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

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

1.12%12-mo yield$112 · $45 on $10k0.45%

−8.1%Worst dropSmaller wins−10.8%

11.7%VolatilityLower wins13.1%

3–2FTCS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTCS · TCAF

1.9%COR2.5%

2.2%VLTO1.5%

2.0%NOC1.0%

Held in common4.5%

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	RECS	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	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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	RECS	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	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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 TCAF

FTCS

First Trust Capital Strength

$13,686

TCAF

T. Rowe Capital Appreciation Equity

[…]

MeasureFTCSTCAF

Fee0.53%0.31%

Cost on $10k a year$53$31

Yield1.12%0.45%

5 years, per year+6.5%[…]

3 years, per year+13.4%+20.3%

Worst drop · 1Y−8.1%−10.8%

Volatility · 1Y11.7%13.1%

3–2measures won
FTCS first

4.5%

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, TCAF, RECS

Today

12.8%most shared, FTCS and RECS

FTCSTCAFRECS

FTCS—4.5%12.8%

TCAF4.5%—1.6%

RECS12.8%1.6%—

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

TCAF$45 − $31 = $14

KeptFee

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