CALF vs TMSL

ACALF

BTMSL

Measures won3–2CALF wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · CALF $14,272

Lowest cost0.18%IWF · $18 on $10k

Most income1.13%CALF · $113 on $10k

Smallest drop−7.9%CALF · worst fall in 1Y

Held in common5.3%CALF and TMSL

CALF

TMSL

Pacer US Small Cap Cash Cows ETF · $3.9BT. Rowe Price Small-Mid Cap ETF · $3.2B

+13.6%3 years · per year$14,659 · $17,714+21.0%

+7.4%5 years · per year$14,272 · […][…]

0.59%Expense ratio$59 · $55 on $10k · lower wins0.55%

1.13%12-mo yield$113 · $49 on $10k0.49%

−7.9%Worst dropSmaller wins−11.2%

16.2%VolatilityLower wins18.7%

3–2CALF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCALF · TMSL

2.1%THC1.3%

1.0%TOL0.8%

0.8%CROX0.5%

0.5%MIDD0.9%

Held in common5.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B
3	BTMSL	T. Rowe Price Small-Mid Cap ETFRead Desk	0.55%	0.49%	+1.3%	+15.1%	+18.8%	+21.0%	new	−11.2%	$3.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B
3	BTMSL	T. Rowe Price Small-Mid Cap ETFRead Desk	0.55%	0.49%	+1.3%	+15.1%	+18.8%	+21.0%	new	−11.2%	$3.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CALF vs TMSL

CALF

Pacer US Small Cap Cash Cows

$14,272

TMSL

T. Rowe Price Small-Mid Cap

[…]

MeasureCALFTMSL

Fee0.59%0.55%

Cost on $10k a year$59$55

Yield1.13%0.49%

5 years, per year+7.4%[…]

3 years, per year+13.6%+21.0%

Worst drop · 1Y−7.9%−11.2%

Volatility · 1Y16.2%18.7%

3–2measures won
CALF first

5.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CALF, TMSL, IWF

Today

5.3%most shared, CALF and TMSL

CALFTMSLIWF

CALF—5.3%0.3%

TMSL5.3%—1.7%

IWF0.3%1.7%—

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

Income After Fees on $10,000

$54most kept, CALF

CALF$113 − $59 = $54

IWF$39 − $18 = $21

TMSL$49 − $55 = −$6

KeptFee

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