TCAF vs SURI

ATCAF

BSURI

Measures won4–1TCAF wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS

Lowest cost0.15%RECS · $15 on $10k

Most income17.01%SURI · $1,701 on $10k

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

Held in common0.0%TCAF and SURI

TCAF

SURI

T. Rowe Capital Appreciation Equity ETF · $8.2BSimplify Propel Opportunities ETF · $72M

+20.3%3 years · per year$17,395 · $13,773+11.3%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $284 on $10k · lower wins2.84%

0.45%12-mo yield$45 · $1,701 on $10k17.01%

−10.8%Worst dropSmaller wins−19.2%

13.1%VolatilityLower wins20.9%

4–1TCAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · SURI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
3	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	17.01%	−1.3%	+8.0%	+16.6%	+11.3%	new	−19.2%	$72M

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	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
3	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	17.01%	−1.3%	+8.0%	+16.6%	+11.3%	new	−19.2%	$72M

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 SURI

TCAF

T. Rowe Capital Appreciation Equity

[…]

SURI

Simplify Propel Opportunities

[…]

MeasureTCAFSURI

Fee0.31%2.84%

Cost on $10k a year$31$284

Yield0.45%17.01%

5 years, per year[…][…]

3 years, per year+20.3%+11.3%

Worst drop · 1Y−10.8%−19.2%

Volatility · 1Y13.1%20.9%

4–1measures won
TCAF first

0.0%

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, SURI, RECS

Today

1.6%most shared, TCAF and RECS

TCAFSURIRECS

TCAF—0.0%1.6%

SURI0.0%—0.1%

RECS1.6%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

RECS$104 − $15 = $89

TCAF$45 − $31 = $14

KeptFee

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