Compare · 3 funds side by side · dividends reinvested

TCAF, IGV and IALT

TCAFT. Rowe Price×IGViShares×IALTiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,584IGV · best of the three

02 / 04

TCAF, IGV and IALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B1.1

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+14.7%[…][…][…][…][…]$7.8B2.0

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: TCAF 2023 · IGV 2001 · IALT 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

TCAF

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,584

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

TCAFMeasureIGV

+13.1%Year to dateJan 1 → Nov 9−4.0%

+14.3%1 yearTotal return−7.2%

+20.4%3 years · per year$10,000 became $17,456 · $14,660+13.6%

[…]5 years · per year$10,000 became […] · $11,584+3.0%

0.31%Expense ratio$31 · $38 a year on $10k · lower is better0.38%

0.44%Trailing 12-mo yield$44 · $2 a year on $10k0.02%

−10.8%Worst dropSmaller is better−33.2%

13.2%VolatilityLower is calmer32.9%

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

7–0TCAF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAF vs IGV: Top 5 Holdings

Today

TCAF

26.4%in top 5

IGV

in top 540.6%

TCAFStockIGV

not top 5MSFT9.4%

not top 5PLTR8.2%

not top 5PANW8.1%

not top 5CRWD7.8%

7.5%MSFT.NEnot top 5

not top 5ORCL7.1%

5.7%AMZN.NEnot top 5

5.1%NVDA.NEnot top 5

5.1%AAPL.MXnot top 5

3.0%CNPnot top 5

Held in common1.4%

End-of-day Nov 9, 2026 · share of each fund

TCAF vs IGV Returns, Every Period

T. Rowe PriceTCAF

+14.3%

past year

IGViShares

−7.2%

past year

TCAFIGVFaded: behind in that period

3–0TCAF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

TCAF vs IALT

YTD

T. Rowe PriceTCAF

+13.1%

IALTiShares

+14.7%

+13.1%Year to date+14.7%

−10.8%Worst drop · 1Y[…]

13.2%Volatility · 1Y[…]

0.4%Yield0.4%

$7.9BAssets$7.8B

1–0IALT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAF, IGV, IALT

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

IGV0.38%$38

IALT0.99%$99

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TCAF, IGV, IALT

0.44%highest, TCAF

FundTrailing yieldYield$10k

TCAF0.44%$44

IALT0.39%$39

IGV0.02%$2

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$13most kept, TCAF

TCAF$44 − $31 = $13

IGV$2 − $38 = −$36

IALT$39 − $99 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TCAF, IGV, IALT

Today

3.2%most shared, IGV and IALT

TCAFIGVIALT

TCAF—1.4%1.8%

IGV1.4%—3.2%

IALT1.8%3.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%TCAF, at 13.2% volatility

TCAFWorst drop−10.8%13.2% vol

IGVWorst drop−33.2%32.9% vol

IALTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

TCAFIALT

+13.1%Year to date+14.7%

0.4%Yield0.4%

+14.3%Past year[…]

0.31%Fee0.99%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026