Compare AVRY, TCAF and IALT

AVRY, TCAF and IALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$7.9B1.1

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+13.7%[…][…][…][…][…]$7.8B2.0

Avory Foundational ETFUnsorted0.89%0.00%[…][…][…][…][…][…]$71M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AVRY 2026 · TCAF 2023 · IALT 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Avory Foundational ETF · $71M[…]

AVRY

TCAF

T. Rowe Capital Appreciation Equity ETF · $7.9B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AVRYMeasureTCAF

[…]Year to dateJan 1 → Nov 6+10.6%

[…]1 yearTotal return+10.3%

[…]3 years · per year$10,000 became […] · $17,395+20.3%

[…]5 years · per year[…]

0.89%Expense ratio$89 · $31 a year on $10k · lower is better0.31%

0.00%Trailing 12-mo yield$0 · $45 a year on $10k0.45%

[…]Worst dropSmaller is better−10.8%

[…]VolatilityLower is calmer13.1%

AVRYTCAF Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2TCAF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVRY vs TCAF: Top 5 Holdings

Today

AVRY

35.9%in top 5

TCAF

in top 526.6%

AVRYStockTCAF

9.0%SQnot top 5

not top 5MSFT.NE7.7%

7.0%YOUnot top 5

6.9%OMCLnot top 5

6.5%ZMnot top 5

6.4%PAYCnot top 5

not top 5AMZN.NE5.8%

not top 5AAPL.MX5.1%

not top 5NVDA.NE5.0%

not top 5CNP3.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

AVRY vs TCAF Returns, Every Period

1Y

AvoryAVRY

[…]

past year

TCAFT. Rowe Price

+10.3%

past year

Returns […]

AVRYTCAFFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AVRY vs TCAF

YTD

AvoryAVRY

[…]

TCAFT. Rowe Price

+10.6%

[…]Year to date+10.6%

[…]Worst drop · 1Y−10.8%

[…]Volatility · 1Y13.1%

0.0%Yield0.5%

$71.2MAssets$7.9B

1–0TCAF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVRY, TCAF, IALT

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

AVRY0.89%$89

IALT0.99%$99

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AVRY, TCAF, IALT

1Y

0.45%highest, TCAF

FundTrailing yieldYield$10k

TCAF0.45%$45

IALT0.39%$39

AVRY0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$14most kept, TCAF

TCAF$45 − $31 = $14

IALT$39 − $99 = −$60

AVRY$0 − $89 = −$89

KeptFee

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

Overlap: AVRY, TCAF, IALT

Today

1.9%most shared, TCAF and IALT

AVRYTCAFIALT

AVRY—0.0%1.7%

TCAF0.0%—1.9%

IALT1.7%1.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+10.3%TCAF, at 13.1% volatility

TCAFWorst drop−10.8%13.1% vol

AVRYWorst drop[…][…]

IALTWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

TCAFIALT

+10.6%Year to date+13.7%

0.5%Yield0.4%

+10.3%Past year[…]

0.31%Fee0.99%

2–1TCAF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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