Compare MSSS and TCAF

MSSS and TCAF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+14.4%+13.5%+22.2%[…]−10.8%12.3%$8.0B1.4

Monarch Select Subsector ETFUnsorted1.42%0.19%+27.0%+28.9%[…][…]−10.2%13.8%$154M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: MSSS 2024 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Monarch Select Subsector ETF · $154M[…]

MSSS

TCAF

T. Rowe Capital Appreciation Equity ETF · $8.0B[…]

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

MSSSMeasureTCAF

+27.0%Year to dateJan 1 → Nov 4+14.4%

+28.9%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,251+22.2%

[…]5 years · per year[…]

1.42%Expense ratio$142 · $31 a year on $10k · lower is better0.31%

0.19%Trailing 12-mo yield$19 · $44 a year on $10k0.44%

−10.2%Worst dropSmaller is better−10.8%

13.8%VolatilityLower is calmer12.3%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSSS vs TCAF: Top 5 Holdings

Today

MSSS

51.1%in top 5

TCAF

in top 526.3%

MSSSStockTCAF

10.4%KBWPnot top 5

10.3%IHInot top 5

10.1%XLUnot top 5

10.1%IHFnot top 5

10.1%KIEnot top 5

not top 5MSFT.NE7.3%

not top 5NVDA.NE5.5%

not top 5AMZN.NE5.4%

not top 5AAPL.MX4.9%

not top 5CNP3.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

MSSS vs TCAF Returns, Every Period

1Y

MonarchMSSS

+28.9%

past year

TCAFT. Rowe Price

+13.5%

past year

MSSSTCAFFaded: behind in that period

2–0MSSS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MSSS vs TCAF

YTD

MonarchMSSS

+27.0%

TCAFT. Rowe Price

+14.4%

+27.0%Year to date+14.4%

−10.2%Worst drop · 1Y−10.8%

13.8%Volatility · 1Y12.3%

0.2%Yield0.4%

$154MAssets$8.0B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSSS, TCAF

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

MSSS1.42%$142

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MSSS, TCAF

1Y

0.44%highest, TCAF

FundTrailing yieldYield$10k

TCAF0.44%$44

MSSS0.19%$19

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$13most kept, TCAF

TCAF$44 − $31 = $13

MSSS$19 − $142 = −$123

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MSSS, TCAF

Today

0.0%most shared, MSSS and TCAF

MSSSTCAF

MSSS—0.0%

TCAF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.9%MSSS, at 13.8% volatility

TCAFWorst drop−10.8%12.3% vol

MSSSWorst drop−10.2%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TCAFMSSS

+14.4%Year to date+27.0%

0.4%Yield0.2%

+13.5%Past year+28.9%

0.31%Fee1.42%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026