TCAF vs EFA

ATCAF

BEFA

Measures won4–1TCAF wins · of 6 · 5Y

$10,000 · 5Y$14,818EFA

Lowest cost0.31%TCAF · $31 on $10k

Most income3.30%EFA · $330 on $10k

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

Held in common0.8%TCAF and EFA

TCAF

EFA

T. Rowe Capital Appreciation Equity ETF · $7.9BiShares MSCI EAFE ETF · $75.5B

+20.3%3 years · per year$17,395 · $16,576+18.3%

[…]5 years · per year[…] · $14,818+8.2%

0.31%Expense ratio$31 · $32 on $10k · lower wins0.32%

0.45%12-mo yield$45 · $330 on $10k3.30%

−10.8%Worst dropSmaller wins−11.4%

13.1%VolatilityLower wins16.3%

4–1TCAF wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · EFA

0.8%ASML.AS2.5%

Held in common0.8%

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	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
2	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

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	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
2	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

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 EFA

TCAF

T. Rowe Capital Appreciation Equity

[…]

EFA

iShares MSCI EAFE

$14,818

MeasureTCAFEFA

Fee0.31%0.32%

Cost on $10k a year$31$32

Yield0.45%3.30%

5 years, per year[…]+8.2%

3 years, per year+20.3%+18.3%

Worst drop · 1Y−10.8%−11.4%

Volatility · 1Y13.1%16.3%

4–1measures won
TCAF first

0.8%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TCAF, EFA

Today

0.8%most shared, TCAF and EFA

TCAFEFA

TCAF—0.8%

EFA0.8%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

TCAF$45 − $31 = $14

KeptFee

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