TCAF vs SCHK

ATCAF

BSCHK

Measures won1–4SCHK wins · of 6 · 5Y

$10,000 · 5Y$16,579SCHK

Lowest cost0.03%SCHK · $3 on $10k

Most income1.08%SCHK · $108 on $10k

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

Held in common8.0%TCAF and SCHK

TCAF

SCHK

T. Rowe Capital Appreciation Equity ETF · $7.9BSchwab 1000 Index ETF · $5.5B

+20.3%3 years · per year$17,395 · $18,035+21.7%

[…]5 years · per year[…] · $16,579+10.6%

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

0.45%12-mo yield$45 · $108 on $10k1.08%

−10.8%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.8%

1–4SCHK wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · SCHK

2.4%GOOGL2.4%

1.4%AVGO2.0%

1.1%PM0.5%

0.8%ABT0.3%

Held in common8.0%

End-of-day Nov 6, 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	BSCHK	Schwab 1000 Index ETFRead Desk		0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHK	Schwab 1000 Index ETFRead Desk		0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAF vs SCHK

TCAF

T. Rowe Capital Appreciation Equity

[…]

SCHK

Schwab 1000 Index

$16,579

MeasureTCAFSCHK

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.45%1.08%

5 years, per year[…]+10.6%

3 years, per year+20.3%+21.7%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y13.1%13.8%

4–1measures won
SCHK first

8.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TCAF, SCHK

Today

8.0%most shared, TCAF and SCHK

TCAFSCHK

TCAF—8.0%

SCHK8.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$105most kept, SCHK

SCHK$108 − $3 = $105

TCAF$45 − $31 = $14

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee