QAI vs RECS

AQAI

BRECS

Measures won3–3level · of 6 · 5Y

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

Lowest cost0.15%RECS · $15 on $10k

Most income1.43%QAI · $143 on $10k

Smallest drop−4.4%QAI · worst fall in 1Y

Held in common2.7%QAI and RECS

QAI

RECS

NYLI Hedge Multi-Strategy Tracker ETF · $980MColumbia Research Enhanced Core ETF · $6.0B

+8.6%3 years · per year$12,812 · $18,239+22.2%

+4.0%5 years · per year$12,151 · $17,787+12.2%

0.75%Expense ratio$75 · $15 on $10k · lower wins0.15%

1.43%12-mo yield$143 · $104 on $10k1.04%

−4.4%Worst dropSmaller wins−8.8%

7.3%VolatilityLower wins12.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQAI · RECS

2.7%XLC2.8%

Held in common2.7%

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 Four

5Y4 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	FTCS	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	AQAI	NYLI Hedge Multi-Strategy Tracker ETFRead Desk	0.75%	1.43%	+0.4%	+5.4%	+5.9%	+8.6%	+4.0%	−4.4%	$980M
4	TCAF	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 Four

5Y4 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	FTCS	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	AQAI	NYLI Hedge Multi-Strategy Tracker ETFRead Desk	0.75%	1.43%	+0.4%	+5.4%	+5.9%	+8.6%	+4.0%	−4.4%	$980M
4	TCAF	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

QAI vs RECS

QAI

NYLI Hedge Multi-Strategy Tracker

$12,151

RECS

Columbia Research Enhanced Core

$17,787

MeasureQAIRECS

Fee0.75%0.15%

Cost on $10k a year$75$15

Yield1.43%1.04%

5 years, per year+4.0%+12.2%

3 years, per year+8.6%+22.2%

Worst drop · 1Y−4.4%−8.8%

Volatility · 1Y7.3%12.5%

3–3measures won
level

2.7%

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: QAI, RECS, TCAF, FTCS

Today

12.8%most shared, RECS and FTCS

QAIRECSTCAFFTCS

QAI—2.7%0.0%0.0%

RECS2.7%—1.6%12.8%

TCAF0.0%1.6%—4.5%

FTCS0.0%12.8%4.5%—

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

QAI$143 − $75 = $68

FTCS$112 − $53 = $59

TCAF$45 − $31 = $14

KeptFee

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