TCAF vs IVV

ATCAF

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common8.0%TCAF and IVV

TCAF

IVV

T. Rowe Capital Appreciation Equity ETF · $7.9BiShares Core S&P 500 ETF · $875B

+20.4%3 years · per year$17,456 · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

0.44%12-mo yield$44 · $111 on $10k1.11%

−10.8%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.8%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · IVV

2.4%GOOGL2.6%

1.4%AVGO2.2%

1.1%PM0.5%

0.8%ABT0.3%

Held in common8.0%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
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 IVV

TCAF

T. Rowe Capital Appreciation Equity

[…]

IVV

iShares Core S&P 500

$17,545

MeasureTCAFIVV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.44%1.11%

5 years, per year[…]+11.9%

3 years, per year+20.4%+22.0%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y13.2%13.8%

4–1measures won
IVV first

8.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: TCAF, IVV, QQQ

Today

52.4%most shared, IVV and QQQ

TCAFIVVQQQ

TCAF—8.0%5.9%

IVV8.0%—52.4%

QQQ5.9%52.4%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

TCAF$44 − $31 = $13

KeptFee

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