FTCS vs SURI5YFTCSFTCSAvsBSURISURIFirst Trust Capital Strength ETF · $8.1BSimplify Propel Opportunities ETF · $77MReturns · dividends in+13.1%3 years · per year$14,468 · $13,678+11.0%+6.6%5 years · per year$13,768 · […][…]Cost and income0.53%Expense ratio$53 · $284 on $10k · lower wins2.84%1.10%12-mo yield$110 · $1,685 on $10k
$10,000 in TCAF, SURI, FTCS5Y$10k startFTCS $13.8kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: TCAF, SURI, FTCSToday4.5%most shared, TCAF and FTCSTCAFSURIFTCSTCAF—0.0%4.5%SURI0.0%—0.0%FTCS4.5%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
FTCS vs SURI5YAFTCSFirst Trust Capital Strength$13,768vsSURIBSimplify Propel Opportunities[…]MeasureFTCSSURIFee0.53%2.84%Cost on $10k a year$53$284Yield1.10%16.85%5 years, per year+6.6%[…]3 years, per year+13.1%+11.0%Worst drop · 1Y−8.1%−19.2%Volatility · 1Y11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFTCSFirst Trust Capital Strength ETFReadDesk0.53%1.10%−0.6%+13.9%+14.4%+13.1%+6.6%−8.1%$8.1B2TCAFT. Rowe Capital Appreciation Equity ETFReadDesk0.31%0.44%−0.6%+13.1%+11.8%+19.8%new−10.8%$8.3B3BSURISimplify Propel Opportunities ETFReadDesk2.84%16.85%−0.2%+9.1%+15.9%+11.0%new−19.2%$77MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFTCSFirst Trust Capital Strength ETFReadDesk0.53%1.10%−0.6%+13.9%+14.4%+13.1%+6.6%−8.1%$8.1B2TCAFT. Rowe Capital Appreciation Equity ETFReadDesk0.31%0.44%−0.6%+13.1%+11.8%+19.8%new−10.8%$8.3B3BSURISimplify Propel Opportunities ETFReadDesk2.84%16.85%−0.2%+9.1%+15.9%+11.0%new−19.2%$77MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: TCAF, SURI, FTCSToday4.5%most shared, TCAF and FTCSTCAFSURIFTCSTCAF—0.0%4.5%SURI0.0%—0.0%FTCS4.5%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,401most kept, SURISURI$1,685 − $284 = $1,401FTCS$110 − $53 = $57TCAF$44 − $31 = $13KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee