TCAF vs PAVE

ATCAF

BPAVE

Measures won3–2TCAF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · PAVE $19,029

Lowest cost0.31%TCAF · $31 on $10k

Most income0.85%PAVE · $85 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 · $8.2BGlobal X - U.S. Infrastructure Development ETF · $14.0B

+20.3%3 years · per year$17,391 · $17,989+21.6%

[…]5 years · per year[…] · $19,028+13.7%

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

0.46%12-mo yield$46 · $85 on $10k0.85%

−10.8%Worst dropSmaller wins−15.3%

13.0%VolatilityLower wins21.5%

3–2TCAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · PAVE

0.4%SPXC0.5%

0.3%IEX1.0%

0.2%VMC2.3%

0.1%WWD1.2%

Held in common0.9%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.85%	−5.9%	+6.3%	+7.4%	+21.6%	+13.7%	−15.3%	$14.0B
3	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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.85%	−5.9%	+6.3%	+7.4%	+21.6%	+13.7%	−15.3%	$14.0B
3	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 PAVE

TCAF

T. Rowe Capital Appreciation Equity

[…]

PAVE

Global X - U.S. Infrastructure Development

$19,028

MeasureTCAFPAVE

Fee0.31%0.47%

Cost on $10k a year$31$47

Yield0.46%0.85%

5 years, per year[…]+13.7%

3 years, per year+20.3%+21.6%

Worst drop · 1Y−10.8%−15.3%

Volatility · 1Y13.0%21.5%

3–2measures won
TCAF first

0.9%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

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

Overlap: TCAF, PAVE, SMH

Today

4.8%most shared, TCAF and SMH

TCAFPAVESMH

TCAF—0.9%4.8%

PAVE0.9%—0.0%

SMH4.8%0.0%—

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

Income After Fees on $10,000

$38most kept, PAVE

PAVE$85 − $47 = $38

TCAF$46 − $31 = $15

SMH$25 − $35 = −$10

KeptFee

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