TCAF vs SCHK

ATCAF

BSCHK

Measures won1–4SCHK wins · of 6 · 5Y

$10,000 · 5Y$16,944SCHK · FTCS $13,941

Lowest cost0.03%SCHK · $3 on $10k

Most income1.10%FTCS · $110 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common7.9%TCAF and SCHK

TCAF

SCHK

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

+20.4%3 years · per year$17,456 · $18,114+21.9%

[…]5 years · per year[…] · $16,944+11.1%

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

0.44%12-mo yield$44 · $106 on $10k1.06%

−10.8%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins14.0%

1–4SCHK wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAF · SCHK

2.4%GOOGL2.4%

1.4%AVGO2.0%

1.1%PM0.4%

0.8%ABT0.3%

Held in common7.9%

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 Four

5Y4 funds

#
1	BSCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.06%	+2.5%	+11.3%	+13.5%	+21.9%	+11.1%	−8.9%	$5.5B
2	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
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
4	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.06%	+2.5%	+11.3%	+13.5%	+21.9%	+11.1%	−8.9%	$5.5B
2	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
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
4	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

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 SCHK

TCAF

T. Rowe Capital Appreciation Equity

[…]

SCHK

Schwab 1000 Index

$16,944

MeasureTCAFSCHK

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.44%1.06%

5 years, per year[…]+11.1%

3 years, per year+20.4%+21.9%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y13.2%14.0%

4–1measures won
SCHK first

7.9%

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, SCHK, FTCS, IALT

Today

21.7%most shared, SCHK and IALT

TCAFSCHKFTCSIALT

TCAF—7.9%4.4%1.8%

SCHK7.9%—12.9%21.7%

FTCS4.4%12.9%—5.6%

IALT1.8%21.7%5.6%—

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

Income After Fees on $10,000

$103most kept, SCHK

SCHK$106 − $3 = $103

FTCS$110 − $53 = $57

TCAF$44 − $31 = $13

IALT$39 − $99 = −$60

KeptFee

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