TCAF vs CGBL

ATCAF

BCGBL

Measures won2–3CGBL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%TCAF · $31 on $10k

Most income1.94%CGBL · $194 on $10k

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

Held in common7.9%TCAF and CGBL

TCAF

CGBL

T. Rowe Capital Appreciation Equity ETF · $7.9BCapital Group Core Balanced ETF · $7.9B

+20.4%3 years · per year$17,456 · $15,735+16.3%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $33 on $10k · lower wins0.33%

0.44%12-mo yield$44 · $194 on $10k1.94%

−10.8%Worst dropSmaller wins−7.9%

13.2%VolatilityLower wins11.0%

2–3CGBL wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTCAF · CGBL

2.1%TSM2.5%

1.4%AVGO3.5%

1.1%PM2.4%

1.1%AJG0.8%

Held in common7.9%

End-of-day Nov 9, 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	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$7.9B
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.94%	+1.6%	+6.6%	+9.9%	+16.3%	new	−7.9%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$7.9B
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.94%	+1.6%	+6.6%	+9.9%	+16.3%	new	−7.9%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAF vs CGBL

TCAF

T. Rowe Capital Appreciation Equity

[…]

CGBL

Capital Group Core Balanced

[…]

MeasureTCAFCGBL

Fee0.31%0.33%

Cost on $10k a year$31$33

Yield0.44%1.94%

5 years, per year[…][…]

3 years, per year+20.4%+16.3%

Worst drop · 1Y−10.8%−7.9%

Volatility · 1Y13.2%11.0%

3–2measures won
CGBL first

7.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TCAF, CGBL

Today

7.9%most shared, TCAF and CGBL

TCAFCGBL

TCAF—7.9%

CGBL7.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$161most kept, CGBL

CGBL$194 − $33 = $161

TCAF$44 − $31 = $13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee