RECS vs TCAF

ARECS

BTCAF

Measures won5–0RECS wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS · CIBR $17,956

Lowest cost0.15%RECS · $15 on $10k

Most income1.02%RECS · $102 on $10k

Smallest drop−8.8%RECS · worst fall in 1Y

Held in common1.6%RECS and TCAF

RECS

TCAF

Columbia Research Enhanced Core ETF · $6.0BT. Rowe Capital Appreciation Equity ETF · $7.9B

+22.2%3 years · per year$18,237 · $17,456+20.4%

+12.6%5 years · per year$18,097 · […][…]

0.15%Expense ratio$15 · $31 on $10k · lower wins0.31%

1.02%12-mo yield$102 · $44 on $10k0.44%

−8.8%Worst dropSmaller wins−10.8%

12.6%VolatilityLower wins13.2%

5–0RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · TCAF

0.4%ANET1.6%

0.2%MSCI1.6%

0.2%VLTO1.5%

0.2%ETR0.7%

Held in common1.6%

End-of-day Nov 9, 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	ARECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RECS vs TCAF

RECS

Columbia Research Enhanced Core

$18,097

TCAF

T. Rowe Capital Appreciation Equity

[…]

MeasureRECSTCAF

Fee0.15%0.31%

Cost on $10k a year$15$31

Yield1.02%0.44%

5 years, per year+12.6%[…]

3 years, per year+22.2%+20.4%

Worst drop · 1Y−8.8%−10.8%

Volatility · 1Y12.6%13.2%

5–0measures won
RECS first

1.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: RECS, TCAF, CIBR

Today

4.8%most shared, TCAF and CIBR

RECSTCAFCIBR

RECS—1.6%3.1%

TCAF1.6%—4.8%

CIBR3.1%4.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

TCAF$44 − $31 = $13

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee