TCAF vs FTCS

ATCAF

BFTCS

Measures won2–3FTCS wins · of 6 · 5Y

$10,000 · 5Y$13,882FTCS

Lowest cost0.31%TCAF · $31 on $10k

Most income1.08%FTCS · $108 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common4.4%TCAF and FTCS

TCAF

FTCS

T. Rowe Capital Appreciation Equity ETF · $8.2BFirst Trust Capital Strength ETF · $8.0B

+22.2%3 years · per year$18,251 · $15,226+15.0%

[…]5 years · per year[…] · $14,234+7.3%

0.31%Expense ratio$31 · $53 on $10k · lower wins0.53%

0.44%12-mo yield$44 · $108 on $10k1.08%

−10.8%Worst dropSmaller wins−8.1%

12.3%VolatilityLower wins11.4%

2–3FTCS wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · FTCS

2.5%COR1.9%

1.5%VLTO2.2%

1.0%NOC1.9%

Held in common4.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.08%	+2.8%	+15.3%	+17.9%	+15.0%	+7.3%	−8.1%	$8.0B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.0%	+14.4%	+13.5%	+22.2%	new	−10.8%	$8.2B

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

Both

5Y2 funds

#			Trend
1	BFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.08%	+2.8%	+15.3%	+17.9%	+15.0%	+7.3%	−8.1%	$8.0B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.0%	+14.4%	+13.5%	+22.2%	new	−10.8%	$8.2B

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

Cards for this view

TCAF vs FTCS

TCAF

T. Rowe Capital Appreciation Equity

[…]

FTCS

First Trust Capital Strength

$14,234

MeasureTCAFFTCS

Fee0.31%0.53%

Cost on $10k a year$31$53

Yield0.44%1.08%

5 years, per year[…]+7.3%

3 years, per year+22.2%+15.0%

Worst drop · 1Y−10.8%−8.1%

Volatility · 1Y12.3%11.4%

3–2measures won
FTCS first

4.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TCAF, FTCS

Today

4.4%most shared, TCAF and FTCS

TCAFFTCS

TCAF—4.4%

FTCS4.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$55most kept, FTCS

FTCS$108 − $53 = $55

TCAF$44 − $31 = $13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee