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 income1.10%FTCS · $110 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

+20.3%3 years · per year$17,391 · $14,831+14.0%

[…]5 years · per year[…] · $13,882+6.8%

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

0.46%12-mo yield$46 · $110 on $10k1.10%

−10.8%Worst dropSmaller wins−8.1%

13.0%VolatilityLower wins11.6%

2–3FTCS wins

$10,000 · 5 yearsAll three, one 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

All Three

5Y3 funds

#
1	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	−2.5%	+13.7%	new	new	new	[…]	$7.9B

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

All Three

5Y3 funds

#
1	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	−2.5%	+13.7%	new	new	new	[…]	$7.9B

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

$13,882

MeasureTCAFFTCS

Fee0.31%0.53%

Cost on $10k a year$31$53

Yield0.46%1.10%

5 years, per year[…]+6.8%

3 years, per year+20.3%+14.0%

Worst drop · 1Y−10.8%−8.1%

Volatility · 1Y13.0%11.6%

3–2measures won
FTCS first

4.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TCAF, FTCS, IALT

Today

6.3%most shared, FTCS and IALT

TCAFFTCSIALT

TCAF—4.4%1.9%

FTCS4.4%—6.3%

IALT1.9%6.3%—

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

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

TCAF$46 − $31 = $15

IALT$39 − $99 = −$60

KeptFee

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