IWC vs TCAF

AIWC

BTCAF

Measures won2–3TCAF wins · of 6 · 5Y

$10,000 · 5Y$12,357IWC

Lowest cost0.31%TCAF · $31 on $10k

Most income1.13%IWC · $113 on $10k

Smallest drop−10.8%TCAF · worst fall in 1Y

Held in common0.1%IWC and TCAF

IWC

TCAF

iShares Micro-Cap ETF · $1.2BT. Rowe Capital Appreciation Equity ETF · $7.9B

+24.1%3 years · per year$19,093 · $17,395+20.3%

+4.3%5 years · per year$12,357 · […][…]

0.60%Expense ratio$60 · $31 on $10k · lower wins0.31%

1.13%12-mo yield$113 · $45 on $10k0.45%

−15.4%Worst dropSmaller wins−10.8%

23.7%VolatilityLower wins13.1%

2–3TCAF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWC · TCAF

0.3%MAZE0.1%

Held in common0.1%

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	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.13%	+1.4%	+9.8%	+13.5%	+24.1%	+4.3%	−15.4%	$1.2B
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	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.13%	+1.4%	+9.8%	+13.5%	+24.1%	+4.3%	−15.4%	$1.2B
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

IWC vs TCAF

IWC

iShares Micro-Cap

$12,357

TCAF

T. Rowe Capital Appreciation Equity

[…]

MeasureIWCTCAF

Fee0.60%0.31%

Cost on $10k a year$60$31

Yield1.13%0.45%

5 years, per year+4.3%[…]

3 years, per year+24.1%+20.3%

Worst drop · 1Y−15.4%−10.8%

Volatility · 1Y23.7%13.1%

3–2measures won
TCAF first

0.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IWC, TCAF

Today

0.1%most shared, IWC and TCAF

IWCTCAF

IWC—0.1%

TCAF0.1%—

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

Income After Fees on $10,000

$53most kept, IWC

IWC$113 − $60 = $53

TCAF$45 − $31 = $14

KeptFee

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