TCAF vs DGRO

ATCAF

BDGRO

Measures won0–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income1.84%DGRO · $184 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common6.7%TCAF and DGRO

TCAF

DGRO

T. Rowe Capital Appreciation Equity ETF · $7.9BiShares Core Dividend Growth ETF · $45.5B

+20.4%3 years · per year$17,456 · $17,571+20.7%

[…]5 years · per year[…] · $17,131+11.4%

0.31%Expense ratio$31 · $8 on $10k · lower wins0.08%

0.44%12-mo yield$44 · $184 on $10k1.84%

−10.8%Worst dropSmaller wins−6.5%

13.2%VolatilityLower wins10.3%

0–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · DGRO

1.4%AVGO2.2%

1.1%PM2.2%

0.8%ABT1.0%

0.3%COP0.9%

Held in common6.7%

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
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	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

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
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	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

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 DGRO

TCAF

T. Rowe Capital Appreciation Equity

[…]

DGRO

iShares Core Dividend Growth

$17,131

MeasureTCAFDGRO

Fee0.31%0.08%

Cost on $10k a year$31$8

Yield0.44%1.84%

5 years, per year[…]+11.4%

3 years, per year+20.4%+20.7%

Worst drop · 1Y−10.8%−6.5%

Volatility · 1Y13.2%10.3%

5–0measures won
DGRO first

6.7%

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

Overlap: TCAF, DGRO

Today

6.7%most shared, TCAF and DGRO

TCAFDGRO

TCAF—6.7%

DGRO6.7%—

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

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

TCAF$44 − $31 = $13

KeptFee

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