TCAF vs PAVE

ATCAF

BPAVE

Measures won3–2TCAF wins · of 6 · 5Y

$10,000 · 5Y$19,862PAVE

Lowest cost0.31%TCAF · $31 on $10k

Most income0.81%PAVE · $81 on $10k

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

Held in common0.9%TCAF and PAVE

TCAF

PAVE

T. Rowe Capital Appreciation Equity ETF · $7.9BGlobal X - U.S. Infrastructure Development ETF · $13.0B

+20.4%3 years · per year$17,456 · $18,295+22.3%

[…]5 years · per year[…] · $19,862+14.7%

0.31%Expense ratio$31 · $47 on $10k · lower wins0.47%

0.44%12-mo yield$44 · $81 on $10k0.81%

−10.8%Worst dropSmaller wins−15.3%

13.2%VolatilityLower wins21.9%

3–2TCAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · PAVE

0.4%SPXC0.5%

0.3%IEX1.1%

0.2%VMC2.3%

0.1%WWD1.2%

Held in common0.9%

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	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
2	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
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
2	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
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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 PAVE

TCAF

T. Rowe Capital Appreciation Equity

[…]

PAVE

Global X - U.S. Infrastructure Development

$19,862

MeasureTCAFPAVE

Fee0.31%0.47%

Cost on $10k a year$31$47

Yield0.44%0.81%

5 years, per year[…]+14.7%

3 years, per year+20.4%+22.3%

Worst drop · 1Y−10.8%−15.3%

Volatility · 1Y13.2%21.9%

3–2measures won
TCAF first

0.9%

holdings shared

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

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

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

Overlap: TCAF, PAVE, DRAM

Today

0.9%most shared, TCAF and PAVE

TCAFPAVEDRAM

TCAF—0.9%0.2%

PAVE0.9%—0.0%

DRAM0.2%0.0%—

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

Income After Fees on $10,000

$34most kept, PAVE

PAVE$81 − $47 = $34

TCAF$44 − $31 = $13

DRAM$0 − $65 = −$65

KeptFee

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