TCAF vs QQQ

ATCAF

BQQQ

Measures won2–3QQQ wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ

Lowest cost0.18%QQQ · $18 on $10k

Most income0.46%QQQ · $46 on $10k

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

Held in common5.9%TCAF and QQQ

TCAF

QQQ

T. Rowe Capital Appreciation Equity ETF · $7.9BInvesco QQQ Trust, Series 1 · $446B

+20.4%3 years · per year$17,456 · $19,011+23.9%

[…]5 years · per year[…] · $18,068+12.6%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

0.44%12-mo yield$44 · $46 on $10k0.46%

−10.8%Worst dropSmaller wins−14.8%

13.2%VolatilityLower wins21.5%

2–3QQQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · QQQ

2.4%GOOGL2.9%

1.4%AVGO2.4%

0.7%SNPS0.4%

0.8%DASH0.3%

Held in common5.9%

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

Both

5Y2 funds

#			Trend
1	BQQQ	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	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

Both

5Y2 funds

#			Trend
1	BQQQ	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	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 QQQ

TCAF

T. Rowe Capital Appreciation Equity

[…]

QQQ

Invesco QQQ Trust

$18,068

MeasureTCAFQQQ

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield0.44%0.46%

5 years, per year[…]+12.6%

3 years, per year+20.4%+23.9%

Worst drop · 1Y−10.8%−14.8%

Volatility · 1Y13.2%21.5%

3–2measures won
QQQ first

5.9%

holdings shared

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

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

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TCAF, QQQ

Today

5.9%most shared, TCAF and QQQ

TCAFQQQ

TCAF—5.9%

QQQ5.9%—

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

Income After Fees on $10,000

$28most kept, QQQ

QQQ$46 − $18 = $28

TCAF$44 − $31 = $13

KeptFee

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