TCAF vs CNEQ

ATCAF

BCNEQ

Measures won3–1TCAF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%TCAF · $31 on $10k

Most income0.51%CNEQ · $51 on $10k

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

Held in common3.4%TCAF and CNEQ

TCAF

CNEQ

T. Rowe Capital Appreciation Equity ETF · $7.9BAlger Concentrated Equity ETF · $5.7B

+20.3%3 years · per year$17,395 · […][…]

[…]5 years · per year[…]

0.31%Expense ratio$31 · $56 on $10k · lower wins0.56%

0.45%12-mo yield$45 · $51 on $10k0.51%

−10.8%Worst dropSmaller wins−17.3%

13.1%VolatilityLower wins26.7%

3–1TCAF wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTCAF · CNEQ

2.0%TSM5.6%

1.4%AVGO3.4%

0.1%BIIB1.1%

Held in common3.4%

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							5Y/yr
1	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B
2	BCNEQ	Alger Concentrated Equity ETFRead Desk		0.56%	0.51%	+2.1%	+2.8%	+0.2%	new	new	−17.3%	$5.7B

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							5Y/yr
1	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B
2	BCNEQ	Alger Concentrated Equity ETFRead Desk		0.56%	0.51%	+2.1%	+2.8%	+0.2%	new	new	−17.3%	$5.7B

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

TCAF vs CNEQ

TCAF

T. Rowe Capital Appreciation Equity

[…]

CNEQ

Alger Concentrated Equity

[…]

MeasureTCAFCNEQ

Fee0.31%0.56%

Cost on $10k a year$31$56

Yield0.45%0.51%

5 years, per year[…][…]

3 years, per year+20.3%[…]

Worst drop · 1Y−10.8%−17.3%

Volatility · 1Y13.1%26.7%

3–0measures won
TCAF first

3.4%

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: TCAF, CNEQ

Today

3.4%most shared, TCAF and CNEQ

TCAFCNEQ

TCAF—3.4%

CNEQ3.4%—

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

Income After Fees on $10,000

$14most kept, TCAF

TCAF$45 − $31 = $14

CNEQ$51 − $56 = −$5

KeptFee

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