TCAF vs FTCS

ATCAF

BFTCS

Measures won2–3FTCS wins · of 6 · 5Y

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

Lowest cost0.15%RECS · $15 on $10k

Most income1.12%FTCS · $112 on $10k

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

Held in common4.5%TCAF and FTCS

TCAF

FTCS

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

+20.3%3 years · per year$17,395 · $14,567+13.4%

[…]5 years · per year[…] · $13,686+6.5%

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

0.45%12-mo yield$45 · $112 on $10k1.12%

−10.8%Worst dropSmaller wins−8.1%

13.1%VolatilityLower wins11.7%

2–3FTCS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · FTCS

2.5%COR1.9%

1.5%VLTO2.2%

1.0%NOC2.0%

Held in common4.5%

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 Three

5Y3 funds

#
1	RECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.2B
2	BFTCS	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	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$8.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	RECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.2B
2	BFTCS	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	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$8.2B

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

TCAF vs FTCS

TCAF

T. Rowe Capital Appreciation Equity

[…]

FTCS

First Trust Capital Strength

$13,686

MeasureTCAFFTCS

Fee0.31%0.53%

Cost on $10k a year$31$53

Yield0.45%1.12%

5 years, per year[…]+6.5%

3 years, per year+20.3%+13.4%

Worst drop · 1Y−10.8%−8.1%

Volatility · 1Y13.1%11.7%

3–2measures won
FTCS first

4.5%

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: TCAF, FTCS, RECS

Today

12.8%most shared, FTCS and RECS

TCAFFTCSRECS

TCAF—4.5%1.6%

FTCS4.5%—12.8%

RECS1.6%12.8%—

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

FTCS$112 − $53 = $59

TCAF$45 − $31 = $14

KeptFee

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