TCAF vs IJR

ATCAF

BIJR

Measures won2–3IJR wins · of 6 · 5Y

$10,000 · 5Y$13,136IJR

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common0.4%TCAF and IJR

TCAF

IJR

T. Rowe Capital Appreciation Equity ETF · $8.2BiShares Core S&P Small-Cap ETF · $104B

+20.3%3 years · per year$17,391 · $16,200+17.4%

[…]5 years · per year[…] · $13,136+5.6%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

0.46%12-mo yield$46 · $124 on $10k1.24%

−10.8%Worst dropSmaller wins−9.7%

13.0%VolatilityLower wins16.3%

2–3IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · IJR

0.5%MSGK0.3%

0.2%MSGR0.1%

Held in common0.4%

End-of-day Nov 5, 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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAF vs IJR

TCAF

T. Rowe Capital Appreciation Equity

[…]

IJR

iShares Core S&P Small-Cap

$13,136

MeasureTCAFIJR

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield0.46%1.24%

5 years, per year[…]+5.6%

3 years, per year+20.3%+17.4%

Worst drop · 1Y−10.8%−9.7%

Volatility · 1Y13.0%16.3%

3–2measures won
IJR first

0.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TCAF, IJR

Today

0.4%most shared, TCAF and IJR

TCAFIJR

TCAF—0.4%

IJR0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

TCAF$46 − $31 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee