IVV vs TCAF

AIVV

BTCAF

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common8.0%IVV and TCAF

IVV

TCAF

iShares Core S&P 500 ETF · $853BT. Rowe Capital Appreciation Equity ETF · $7.9B

+21.8%3 years · per year$18,084 · $17,395+20.3%

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

1.14%12-mo yield$114 · $45 on $10k0.45%

−8.9%Worst dropSmaller wins−10.8%

13.6%VolatilityLower wins13.1%

4–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · TCAF

2.6%GOOGL2.4%

2.2%AVGO1.4%

0.5%PM1.1%

0.3%ABT0.8%

Held in common8.0%

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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

IVV vs TCAF

IVV

iShares Core S&P 500

$17,177

TCAF

T. Rowe Capital Appreciation Equity

[…]

MeasureIVVTCAF

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.14%0.45%

5 years, per year+11.4%[…]

3 years, per year+21.8%+20.3%

Worst drop · 1Y−8.9%−10.8%

Volatility · 1Y13.6%13.1%

4–1measures won
IVV first

8.0%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, TCAF

Today

8.0%most shared, IVV and TCAF

IVVTCAF

IVV—8.0%

TCAF8.0%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

TCAF$45 − $31 = $14

KeptFee

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