Compare · 2 funds side by side · dividends reinvested

SCHK and TCAF

SCHKSchwab×TCAFT. Rowe Price×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,579SCHK · best of the two

02 / 04

SCHK and TCAF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab 1000 Index ETFUnsorted0.03%1.08%+8.6%+9.6%+21.7%+10.6%−8.9%13.8%$5.5B1.4

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$7.9B1.6

Rank among the two1st → 2ndFee, 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: SCHK 2017 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

Schwab 1000 Index ETF · $5.5B$16,579

SCHK

TCAF

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

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

SCHKMeasureTCAF

+8.6%Year to dateJan 1 → Nov 6+10.6%

+9.6%1 yearTotal return+10.3%

+21.7%3 years · per year$10,000 became $18,035 · $17,395+20.3%

+10.6%5 years · per year$10,000 became $16,579 · […][…]

0.03%Expense ratio$3 · $31 a year on $10k · lower is better0.31%

1.08%Trailing 12-mo yield$108 · $45 a year on $10k0.45%

−8.9%Worst dropSmaller is better−10.8%

13.8%VolatilityLower is calmer13.1%

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

4–3SCHK wins

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

More Ways to See the Pairs

SCHK vs TCAF: Top 5 Holdings

Today

SCHK

25.6%in top 5

TCAF

in top 526.6%

SCHKStockTCAF

not top 5MSFT.NE7.7%

7.3%AAPLnot top 5

6.4%NVDAnot top 5

5.8%MSFTnot top 5

not top 5AMZN.NE5.8%

not top 5AAPL.MX5.1%

not top 5NVDA.NE5.0%

3.7%AMZNnot top 5

not top 5CNP3.0%

2.4%GOOGLnot top 5

Held in common8.0%

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

SCHK vs TCAF Returns, Every Period

SchwabSCHK

+9.6%

past year

TCAFT. Rowe Price

+10.3%

past year

SCHKTCAFFaded: behind in that period

1–2TCAF wins

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

SCHK vs TCAF

YTD

SchwabSCHK

+8.6%

TCAFT. Rowe Price

+10.6%

+8.6%Year to date+10.6%

−8.9%Worst drop · 1Y−10.8%

13.8%Volatility · 1Y13.1%

1.1%Yield0.5%

$5.5BAssets$7.9B

2–2level

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

Cost, Income and Risk

Fees: SCHK, TCAF

Today

0.03%lowest, SCHK

FundExpense ratioFee$10k

SCHK0.03%$3

TCAF0.31%$31

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

Yields: SCHK, TCAF

1.08%highest, SCHK

FundTrailing yieldYield$10k

SCHK1.08%$108

TCAF0.45%$45

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

Income After Fees on $10,000

$105most kept, SCHK

SCHK$108 − $3 = $105

TCAF$45 − $31 = $14

KeptFee

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

Overlap: SCHK, TCAF

Today

8.0%most shared, SCHK and TCAF

SCHKTCAF

SCHK—8.0%

TCAF8.0%—

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

Return vs Bumpiness: 2 ETFs

+10.3%TCAF, at 13.1% volatility

TCAFWorst drop−10.8%13.1% vol

SCHKWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

SCHKTCAF

+8.6%Year to date+10.6%

1.1%Yield0.5%

+9.6%Past year+10.3%

0.03%Fee0.31%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026