TCAF vs FTCS

ATCAF

BFTCS

Measures won2–3FTCS wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · RECS $18,097

Lowest cost0.15%RECS · $15 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 · $7.9BFirst Trust Capital Strength ETF · $7.9B

+20.4%3 years · per year$17,456 · $14,554+13.3%

[…]5 years · per year[…] · $13,941+6.9%

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

0.44%12-mo yield$44 · $110 on $10k1.10%

−10.8%Worst dropSmaller wins−8.1%

13.2%VolatilityLower wins11.8%

2–3FTCS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAF · FTCS

2.4%COR1.9%

1.5%VLTO2.2%

1.0%NOC2.0%

Held in common4.4%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	RECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
3	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
4	ATCAF	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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	RECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
3	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
4	ATCAF	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

TCAF vs FTCS

TCAF

T. Rowe Capital Appreciation Equity

[…]

FTCS

First Trust Capital Strength

$13,941

MeasureTCAFFTCS

Fee0.31%0.53%

Cost on $10k a year$31$53

Yield0.44%1.10%

5 years, per year[…]+6.9%

3 years, per year+20.4%+13.3%

Worst drop · 1Y−10.8%−8.1%

Volatility · 1Y13.2%11.8%

3–2measures won
FTCS first

4.4%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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

Overlap: TCAF, FTCS, SMH, RECS

Today

13.7%most shared, SMH and RECS

TCAFFTCSSMHRECS

TCAF—4.4%4.6%1.6%

FTCS4.4%—0.0%12.7%

SMH4.6%0.0%—13.7%

RECS1.6%12.7%13.7%—

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

FTCS$110 − $53 = $57

TCAF$44 − $31 = $13

SMH$23 − $35 = −$12

KeptFee

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