MSSS vs TCAF

AMSSS

BTCAF

Measures won1–3TCAF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%TCAF · $31 on $10k

Most income0.46%TCAF · $46 on $10k

Smallest drop−10.2%MSSS · worst fall in 1Y

Held in common0.0%MSSS and TCAF

MSSS

TCAF

Monarch Select Subsector ETF · $154MT. Rowe Capital Appreciation Equity ETF · $8.2B

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

[…]5 years · per year[…]

1.42%Expense ratio$142 · $31 on $10k · lower wins0.31%

0.19%12-mo yield$19 · $46 on $10k0.46%

−10.2%Worst dropSmaller wins−10.8%

13.9%VolatilityLower wins13.0%

1–3TCAF wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsMSSS · TCAF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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							5Y/yr
1	AMSSS	Monarch Select Subsector ETFRead Desk		1.42%	0.19%	−1.9%	+24.6%	+26.2%	new	new	−10.2%	$154M
2	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AMSSS	Monarch Select Subsector ETFRead Desk		1.42%	0.19%	−1.9%	+24.6%	+26.2%	new	new	−10.2%	$154M
2	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B

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

Cards for this view

MSSS vs TCAF

MSSS

Monarch Select Subsector

[…]

TCAF

T. Rowe Capital Appreciation Equity

[…]

MeasureMSSSTCAF

Fee1.42%0.31%

Cost on $10k a year$142$31

Yield0.19%0.46%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−10.2%−10.8%

Volatility · 1Y13.9%13.0%

3–1measures won
TCAF first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: MSSS, TCAF

Today

0.0%most shared, MSSS and TCAF

MSSSTCAF

MSSS—0.0%

TCAF0.0%—

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

Income After Fees on $10,000

$15most kept, TCAF

TCAF$46 − $31 = $15

MSSS$19 − $142 = −$123

KeptFee

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