TCAF vs IGV

ATCAF

BIGV

Measures won5–0TCAF wins · of 6 · 5Y

$10,000 · 5Y$11,265IGV

Lowest cost0.31%TCAF · $31 on $10k

Most income0.45%TCAF · $45 on $10k

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

Held in common1.4%TCAF and IGV

TCAF

IGV

T. Rowe Capital Appreciation Equity ETF · $7.9BiShares Expanded Tech-Software Sector ETF · $12.4B

+20.3%3 years · per year$17,395 · $14,533+13.3%

[…]5 years · per year[…] · $11,264+2.4%

0.31%Expense ratio$31 · $38 on $10k · lower wins0.38%

0.45%12-mo yield$45 · $2 on $10k0.02%

−10.8%Worst dropSmaller wins−33.2%

13.1%VolatilityLower wins32.9%

5–0TCAF wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · IGV

0.6%SNPS3.1%

0.3%CDNS3.2%

0.4%BSY0.3%

0.6%AUR0.2%

Held in common1.4%

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
1	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
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 IGV

TCAF

T. Rowe Capital Appreciation Equity

[…]

IGV

iShares Expanded Tech-Software Sector

$11,264

MeasureTCAFIGV

Fee0.31%0.38%

Cost on $10k a year$31$38

Yield0.45%0.02%

5 years, per year[…]+2.4%

3 years, per year+20.3%+13.3%

Worst drop · 1Y−10.8%−33.2%

Volatility · 1Y13.1%32.9%

5–0measures won
TCAF first

1.4%

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%

$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, IGV

Today

1.4%most shared, TCAF and IGV

TCAFIGV

TCAF—1.4%

IGV1.4%—

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

IGV$2 − $38 = −$36

KeptFee

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