Compare · 3 funds side by side · dividends reinvested

TCAF, SOXX and FTCS

TCAFT. Rowe Price×SOXXiShares×FTCSFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$28,442SOXX · best of the three

02 / 04

TCAF, SOXX and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B1.8

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.8%+16.6%+13.3%+6.9%−8.1%11.8%$7.9B1.9

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.3

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 · SOXX 2001 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

TCAF

SOXX

iShares Semiconductor ETF · $39.1B$28,442

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

TCAFMeasureSOXX

+13.1%Year to dateJan 1 → Nov 9+46.5%

+14.3%1 yearTotal return+48.5%

+20.4%3 years · per year$10,000 became $17,456 · $29,015+42.6%

[…]5 years · per year$10,000 became […] · $28,442+23.3%

0.31%Expense ratio$31 · $33 a year on $10k · lower is better0.33%

0.44%Trailing 12-mo yield$44 · $71 a year on $10k0.71%

−10.8%Worst dropSmaller is better−39.5%

13.2%VolatilityLower is calmer49.8%

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

3–4SOXX 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 SOXX: Top 5 Holdings

Today

TCAF

26.4%in top 5

SOXX

in top 539.1%

TCAFStockSOXX

not top 5AMD9.5%

not top 5NVDA8.4%

not top 5AVGO7.9%

7.5%MSFT.NEnot top 5

not top 5MU7.1%

not top 5INTC6.2%

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 common3.7%

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

TCAF vs SOXX Returns, Every Period

T. Rowe PriceTCAF

+14.3%

past year

SOXXiShares

+48.5%

past year

TCAFSOXXFaded: behind in that period

0–3SOXX wins

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

TCAF vs FTCS

YTD

T. Rowe PriceTCAF

+13.1%

FTCSFirst Trust

+13.8%

+13.1%Year to date+13.8%

−10.8%Worst drop · 1Y−8.1%

13.2%Volatility · 1Y11.8%

0.4%Yield1.1%

$7.9BAssets$7.9B

4–0FTCS wins

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

Cost, Income and Risk

Fees: TCAF, SOXX, FTCS

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

SOXX0.33%$33

FTCS0.53%$53

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

Yields: TCAF, SOXX, FTCS

1.10%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.10%$110

SOXX0.71%$71

TCAF0.44%$44

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

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

SOXX$71 − $33 = $38

TCAF$44 − $31 = $13

KeptFee

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

Overlap: TCAF, SOXX, FTCS

Today

4.4%most shared, TCAF and FTCS

TCAFSOXXFTCS

TCAF—3.7%4.4%

SOXX3.7%—0.0%

FTCS4.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+48.5%SOXX, at 49.8% volatility

FTCSWorst drop−8.1%11.8% vol

TCAFWorst drop−10.8%13.2% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

FTCSSOXX

+13.8%Year to date+46.5%

1.1%Yield0.7%

+16.6%Past year+48.5%

0.53%Fee0.33%

3–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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