TCAF vs EFA

ATCAF

BEFA

Measures won4–1TCAF wins · of 6 · 5Y

$10,000 · 5Y$15,117EFA · IEMG $13,648

Lowest cost0.09%IEMG · $9 on $10k

Most income3.21%EFA · $321 on $10k

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

Held in common0.9%TCAF and EFA

TCAF

EFA

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

+20.4%3 years · per year$17,456 · $16,732+18.7%

[…]5 years · per year[…] · $15,117+8.6%

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

0.44%12-mo yield$44 · $321 on $10k3.21%

−10.8%Worst dropSmaller wins−11.4%

13.2%VolatilityLower wins16.6%

4–1TCAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · EFA

0.9%ASML.AS2.6%

Held in common0.9%

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

All Three

5Y3 funds

#
1	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$75.5B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$142.1B
3	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

All Three

5Y3 funds

#
1	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$75.5B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$142.1B
3	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 EFA

TCAF

T. Rowe Capital Appreciation Equity

[…]

EFA

iShares MSCI EAFE

$15,117

MeasureTCAFEFA

Fee0.31%0.32%

Cost on $10k a year$31$32

Yield0.44%3.21%

5 years, per year[…]+8.6%

3 years, per year+20.4%+18.7%

Worst drop · 1Y−10.8%−11.4%

Volatility · 1Y13.2%16.6%

4–1measures won
TCAF first

0.9%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 9, 2026

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

Overlap: TCAF, EFA, IEMG

Today

0.9%most shared, TCAF and EFA

TCAFEFAIEMG

TCAF—0.9%0.0%

EFA0.9%—0.0%

IEMG0.0%0.0%—

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

Income After Fees on $10,000

$289most kept, EFA

EFA$321 − $32 = $289

IEMG$242 − $9 = $233

TCAF$44 − $31 = $13

KeptFee

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