TCAF vs IPAY5YTCAFTCAFAvsBIPAYIPAYT. Rowe Capital Appreciation Equity ETF · $9.2BAmplify Digital Payments ETF · $151MReturns · dividends in+19.7%3 years · per year$17,169 · $13,192+9.7%[…]5 years · per year[…] · $7,856−4.7%Cost and income0.31%Expense ratio$31 · $75 on $10k · lower wins0.75%0.44%12-mo yield$44 · $82 on $10k
$10,000 in TCAF, IPAY, CGBL5Y$10k startIPAY $7.9kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: TCAF, IPAY, CGBLToday8.2%most shared, TCAF and CGBLTCAFIPAYCGBLTCAF—0.0%8.2%IPAY0.0%—2.2%CGBL8.2%2.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
TCAF vs IPAY5YATCAFT. Rowe Capital Appreciation Equity[…]vsIPAYBAmplify Digital Payments$7,856MeasureTCAFIPAYFee0.31%0.75%Cost on $10k a year$31$75Yield0.44%0.82%5 years, per year[…]−4.7%3 years, per year+19.7%+9.7%Worst drop · 1Y−10.8%−22.6%Volatility · 1Y13.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIPAYAmplify Digital Payments ETFReadDesk0.75%0.82%+1.9%−3.2%−5.8%+9.7%−4.7%−22.6%$151M2ATCAFT. Rowe Capital Appreciation Equity ETFReadDesk0.31%0.44%−0.1%+13.0%+11.5%+19.7%new−10.8%$9.2B3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIPAYAmplify Digital Payments ETFReadDesk0.75%0.82%+1.9%−3.2%−5.8%+9.7%−4.7%−22.6%$151M2ATCAFT. Rowe Capital Appreciation Equity ETFReadDesk0.31%0.44%−0.1%+13.0%+11.5%+19.7%new−10.8%$9.2B3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: TCAF, IPAY, CGBLToday8.2%most shared, TCAF and CGBLTCAFIPAYCGBLTCAF—0.0%8.2%IPAY0.0%—2.2%CGBL8.2%2.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$162most kept, CGBLCGBL$195 − $33 = $162TCAF$44 − $31 = $13IPAY$82 − $75 = $7KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee