TCAF vs IGV

ATCAF

BIGV

Measures won5–0TCAF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · FTCS $13,941

Lowest cost0.31%TCAF · $31 on $10k

Most income1.10%FTCS · $110 on $10k

Smallest drop−8.1%FTCS · 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

+20.4%3 years · per year$17,456 · $14,660+13.6%

[…]5 years · per year[…] · $11,584+3.0%

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

0.44%12-mo yield$44 · $2 on $10k0.02%

−10.8%Worst dropSmaller wins−33.2%

13.2%VolatilityLower wins32.9%

5–0TCAF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAF · IGV

0.7%SNPS3.2%

0.3%CDNS3.3%

0.4%BSY0.3%

0.7%AUR0.2%

Held in common1.4%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
3	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
4	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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
3	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
4	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 IGV

TCAF

T. Rowe Capital Appreciation Equity

[…]

IGV

iShares Expanded Tech-Software Sector

$11,584

MeasureTCAFIGV

Fee0.31%0.38%

Cost on $10k a year$31$38

Yield0.44%0.02%

5 years, per year[…]+3.0%

3 years, per year+20.4%+13.6%

Worst drop · 1Y−10.8%−33.2%

Volatility · 1Y13.2%32.9%

5–0measures won
TCAF first

1.4%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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, IGV, FTCS, SMH

Today

4.8%most shared, IGV and SMH

TCAFIGVFTCSSMH

TCAF—1.4%4.4%4.6%

IGV1.4%—0.0%4.8%

FTCS4.4%0.0%—0.0%

SMH4.6%4.8%0.0%—

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

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

TCAF$44 − $31 = $13

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

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