TCAF vs RECS

ATCAF

BRECS

Measures won0–5RECS wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS · SCHK $16,944

Lowest cost0.03%SCHK · $3 on $10k

Most income1.06%SCHK · $106 on $10k

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

Held in common1.6%TCAF and RECS

TCAF

RECS

T. Rowe Capital Appreciation Equity ETF · $7.9BColumbia Research Enhanced Core ETF · $6.0B

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

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

0.31%Expense ratio$31 · $15 on $10k · lower wins0.15%

0.44%12-mo yield$44 · $102 on $10k1.02%

−10.8%Worst dropSmaller wins−8.8%

13.2%VolatilityLower wins12.6%

0–5RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · RECS

1.6%ANET0.4%

1.6%MSCI0.2%

1.5%VLTO0.2%

0.7%ETR0.2%

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	BRECS	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	SCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.06%	+2.5%	+11.3%	+13.5%	+21.9%	+11.1%	−8.9%	$5.5B
3	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 Three

5Y3 funds

#
1	BRECS	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	SCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.06%	+2.5%	+11.3%	+13.5%	+21.9%	+11.1%	−8.9%	$5.5B
3	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 RECS

TCAF

T. Rowe Capital Appreciation Equity

[…]

RECS

Columbia Research Enhanced Core

$18,097

MeasureTCAFRECS

Fee0.31%0.15%

Cost on $10k a year$31$15

Yield0.44%1.02%

5 years, per year[…]+12.6%

3 years, per year+20.4%+22.2%

Worst drop · 1Y−10.8%−8.8%

Volatility · 1Y13.2%12.6%

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: TCAF, SCHK, RECS

Today

35.8%most shared, SCHK and RECS

TCAFSCHKRECS

TCAF—7.9%1.6%

SCHK7.9%—35.8%

RECS1.6%35.8%—

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

Income After Fees on $10,000

$103most kept, SCHK

SCHK$106 − $3 = $103

RECS$102 − $15 = $87

TCAF$44 − $31 = $13

KeptFee

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