Compare · 3 funds side by side · dividends reinvested

TCAF, TCAL and SCHD

TCAFT. Rowe Price×TCALT. Rowe Price×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

TCAF, TCAL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

T. Rowe Price Capital Appreciation Premium Income ETFIncome · Premium income0.34%11.74%+8.2%+9.1%[…][…]−7.0%10.3%$328M2.2

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.46%+9.7%+9.4%+20.3%[…]−10.8%13.0%$8.2B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: TCAF 2023 · TCAL 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Capital Appreciation Equity ETF · $8.2B[…]

TCAF

TCAL

T. Rowe Price Capital Appreciation Premium Income ETF · $328M[…]

$10,000 five years ago, dividends reinvested · they hold 43.0% in common

TCAFMeasureTCAL

+9.7%Year to dateJan 1 → Nov 5+8.2%

+9.4%1 yearTotal return+9.1%

+20.3%3 years · per year$10,000 became $17,391 · […][…]

[…]5 years · per year[…]

0.31%Expense ratio$31 · $34 a year on $10k · lower is better0.34%

0.46%Trailing 12-mo yield$46 · $1,174 a year on $10k11.74%

−10.8%Worst dropSmaller is better−7.0%

13.0%VolatilityLower is calmer10.3%

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

3–3Level

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

More Ways to See the Pairs

TCAF vs TCAL: Top 5 Holdings

Today

TCAF

26.5%in top 5

TCAL

in top 59.2%

TCAFStockTCAL

7.6%MSFT.NE1.8%

5.7%AMZN.NEnot top 5

5.3%NVDA.NEnot top 5

5.0%AAPL.MXnot top 5

2.9%CNPnot top 5

not top 5VLTO1.9%

not top 5MA.BA1.9%

not top 5ABT1.8%

not top 5GEHC1.7%

Held in common43.0%

End-of-day Nov 5, 2026 · share of each fund

TCAF vs TCAL Returns, Every Period

T. Rowe PriceTCAF

+9.4%

past year

TCALT. Rowe Price

+9.1%

past year

TCAFTCALFaded: behind in that period

2–0TCAF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: TCAF vs TCAL

YTD

T. Rowe PriceTCAF

+9.7%

TCALT. Rowe Price

+8.2%

+9.7%Year to date+8.2%

−10.8%Worst drop · 1Y−7.0%

13.0%Volatility · 1Y10.3%

0.5%Yield11.7%

$8.2BAssets$328M

3–1TCAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAF, TCAL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

TCAF0.31%$31

TCAL0.34%$34

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TCAF, TCAL, SCHD

11.74%highest, TCAL

FundTrailing yieldYield$10k

TCAL11.74%$1,174

SCHD2.98%$298

TCAF0.46%$46

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,140most kept, TCAL

TCAL$1,174 − $34 = $1,140

SCHD$298 − $6 = $292

TCAF$46 − $31 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TCAF, TCAL, SCHD

Today

43.0%most shared, TCAF and TCAL

TCAFTCALSCHD

TCAF—43.0%2.2%

TCAL43.0%—4.2%

SCHD2.2%4.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

TCALWorst drop−7.0%10.3% vol

SCHDWorst drop−6.9%11.7% vol

TCAFWorst drop−10.8%13.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

TCALSCHD

+8.2%Year to date+32.3%

11.7%Yield3.0%

+9.1%Past year+38.7%

0.34%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026