TCAF vs SURI5YTCAFTCAFAvsBSURISURIT. Rowe Capital Appreciation Equity ETF · $7.6BSimplify Propel Opportunities ETF · $74MReturns · dividends in+19.8%3 years · per year$17,193 · $13,678+11.0%[…]5 years · per year[…]Cost and income0.31%Expense ratio$31 · $284 on $10k · lower wins2.84%0.44%12-mo yield$44 · $1,685 on $10k16.85%
$10,000 in RECS, SURI, TCAF5Y$10k startRECS $17.8kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: RECS, SURI, TCAFToday1.7%most shared, RECS and TCAFRECSSURITCAFRECS—0.1%1.7%SURI0.1%—0.0%TCAF1.7%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
TCAF vs SURI5YATCAFT. Rowe Capital Appreciation Equity[…]vsSURIBSimplify Propel Opportunities[…]MeasureTCAFSURIFee0.31%2.84%Cost on $10k a year$31$284Yield0.44%16.85%5 years, per year[…][…]3 years, per year+19.8%+11.0%Worst drop · 1Y−10.8%−19.2%Volatility · 1Y13.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1RECSColumbia Research Enhanced Core ETFReadDesk0.15%1.02%−1.1%+8.6%+9.2%+21.3%+12.2%−8.8%$6.1B2BSURISimplify Propel Opportunities ETFReadDesk2.84%16.85%−0.2%+9.1%+15.9%+11.0%new−19.2%$74M3ATCAFT. Rowe Capital Appreciation Equity ETFReadDesk0.31%0.44%−0.6%+13.1%+11.8%+19.8%new−10.8%$7.6BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1RECSColumbia Research Enhanced Core ETFReadDesk0.15%1.02%−1.1%+8.6%+9.2%+21.3%+12.2%−8.8%$6.1B2BSURISimplify Propel Opportunities ETFReadDesk2.84%16.85%−0.2%+9.1%+15.9%+11.0%new−19.2%$74M3ATCAFT. Rowe Capital Appreciation Equity ETFReadDesk0.31%0.44%−0.6%+13.1%+11.8%+19.8%new−10.8%$7.6BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: RECS, SURI, TCAFToday1.7%most shared, RECS and TCAFRECSSURITCAFRECS—0.1%1.7%SURI0.1%—0.0%TCAF1.7%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,401most kept, SURISURI$1,685 − $284 = $1,401RECS$102 − $15 = $87TCAF$44 − $31 = $13KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee