TCAF vs RECS

ATCAF

BRECS

Measures won0–5RECS wins · of 6 · 5Y

$10,000 · 5Y$17,874RECS

Lowest cost0.15%RECS · $15 on $10k

Most income6.07%PRFD · $607 on $10k

Smallest drop−3.6%PRFD · worst fall in 1Y

Held in common1.7%TCAF and RECS

T. Rowe Capital Appreciation Equity ETF · $7.9BColumbia Research Enhanced Core ETF · $6.0B

+20.0%3 years · per year$17,262 · $17,903+21.4%

[…]5 years · per year[…] · $17,874+12.3%

0.31%Expense ratio$31 · $15 on $10k · lower wins0.15%

0.44%12-mo yield$44 · $102 on $10k

Cards for this view

TCAF

T. Rowe Capital Appreciation Equity

[…]

RECS

Columbia Research Enhanced Core

$17,874

MeasureTCAFRECS

Fee0.31%0.15%

Cost on $10k a year$31$15

Yield0.44%1.02%

5 years, per year[…]+12.3%

3 years, per year+20.0%+21.4%

Worst drop · 1Y−10.8%−8.8%

Volatility · 1Y13.2%

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	−0.6%	+8.5%	+11.1%	+21.4%	+12.3%	−8.8%	$6.0B
2	PRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	−0.2%	+12.8%	+13.7%	+20.0%	new	−10.8%	$7.9B

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	−0.6%	+8.5%	+11.1%	+21.4%	+12.3%	−8.8%	$6.0B
2	PRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	−0.2%	+12.8%	+13.7%	+20.0%	new	−10.8%	$7.9B

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