TCAF vs FTCS

ATCAF

BFTCS

Measures won2–3FTCS wins · of 6 · 5Y

$10,000 · 5Y$13,768FTCS

Lowest cost0.31%TCAF · $31 on $10k

Most income16.85%SURI · $1,685 on $10k

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

Held in common4.5%TCAF and FTCS

T. Rowe Capital Appreciation Equity ETF · $8.3BFirst Trust Capital Strength ETF · $8.1B

+19.8%3 years · per year$17,193 · $14,468+13.1%

[…]5 years · per year[…] · $13,768+6.6%

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

0.44%12-mo yield$44 · $110 on $10k

Cards for this view

TCAF

T. Rowe Capital Appreciation Equity

[…]

FTCS

First Trust Capital Strength

$13,768

MeasureTCAFFTCS

Fee0.31%0.53%

Cost on $10k a year$31$53

Yield0.44%1.10%

5 years, per year[…]+6.6%

3 years, per year+19.8%+13.1%

Worst drop · 1Y−10.8%−8.1%

Volatility · 1Y13.1%

#
1	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	−0.6%	+13.9%	+14.4%	+13.1%	+6.6%	−8.1%	$8.1B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	−0.6%	+13.1%	+11.8%	+19.8%	new	−10.8%	$8.3B
3	SURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.85%	−0.2%	+9.1%	+15.9%	+11.0%	new	−19.2%	$77M

#
1	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	−0.6%	+13.9%	+14.4%	+13.1%	+6.6%	−8.1%	$8.1B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	−0.6%	+13.1%	+11.8%	+19.8%	new	−10.8%	$8.3B
3	SURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.85%	−0.2%	+9.1%	+15.9%	+11.0%	new	−19.2%	$77M

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