Compare · 2 funds side by side · dividends reinvested

SHRY and TCAF

SHRYFirst Trust×TCAFT. Rowe Price×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,418SHRY · best of the two

02 / 04

SHRY and TCAF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.55%+15.3%+17.9%+18.8%+9.0%−7.6%13.3%$17M1.4

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: SHRY 2017 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg Shareholder Yield ETF · $17M$15,418

SHRY

TCAF

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

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

SHRYMeasureTCAF

+15.3%Year to dateJan 1 → Nov 6+10.6%

+17.9%1 yearTotal return+10.3%

+18.8%3 years · per year$10,000 became $16,775 · $17,395+20.3%

+9.0%5 years · per year$10,000 became $15,418 · […][…]

0.60%Expense ratio$60 · $31 a year on $10k · lower is better0.31%

1.55%Trailing 12-mo yield$155 · $45 a year on $10k0.45%

−7.6%Worst dropSmaller is better−10.8%

13.3%VolatilityLower is calmer13.1%

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

4–3SHRY wins

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

More Ways to See the Pairs

SHRY vs TCAF: Top 5 Holdings

Today

SHRY

19.6%in top 5

TCAF

in top 526.6%

SHRYStockTCAF

not top 5MSFT.NE7.7%

not top 5AMZN.NE5.8%

not top 5AAPL.MX5.1%

5.1%PYPLnot top 5

not top 5NVDA.NE5.0%

4.3%HIGnot top 5

3.6%PAYXnot top 5

3.4%UPSnot top 5

3.3%TMUSnot top 5

not top 5CNP3.0%

Held in common1.2%

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

SHRY vs TCAF Returns, Every Period

First TrustSHRY

+17.9%

past year

TCAFT. Rowe Price

+10.3%

past year

SHRYTCAFFaded: behind in that period

2–1SHRY wins

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

SHRY vs TCAF

YTD

First TrustSHRY

+15.3%

TCAFT. Rowe Price

+10.6%

+15.3%Year to date+10.6%

−7.6%Worst drop · 1Y−10.8%

13.3%Volatility · 1Y13.1%

1.6%Yield0.5%

$16.7MAssets$7.9B

3–1SHRY wins

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

Cost, Income and Risk

Fees: SHRY, TCAF

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

SHRY0.60%$60

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

Yields: SHRY, TCAF

1.55%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.55%$155

TCAF0.45%$45

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

Income After Fees on $10,000

$95most kept, SHRY

SHRY$155 − $60 = $95

TCAF$45 − $31 = $14

KeptFee

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

Overlap: SHRY, TCAF

Today

1.2%most shared, SHRY and TCAF

SHRYTCAF

SHRY—1.2%

TCAF1.2%—

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

Return vs Bumpiness: 2 ETFs

+17.9%SHRY, at 13.3% volatility

TCAFWorst drop−10.8%13.1% vol

SHRYWorst drop−7.6%13.3% vol

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

Paid More vs Made More

YTD

SHRYTCAF

+15.3%Year to date+10.6%

1.6%Yield0.5%

+17.9%Past year+10.3%

0.60%Fee0.31%

3–1SHRY wins

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