TCAF vs SCHK5YTCAFTCAFAvsBSCHKSCHKT. Rowe Capital Appreciation Equity ETF · $7.9BSchwab 1000 Index ETF · $5.7BReturns · dividends in+20.0%3 years · per year$17,262 · $17,865+21.3%[…]5 years · per year[…] · $16,816+11.0%Cost and income0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%0.44%12-mo yield$44 · $106 on $10k1.06%
$10,000 in TCAF, SCHK, SEQ5Y$10k startSCHK $16.8kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: TCAF, SCHK, SEQToday8.0%most shared, TCAF and SCHKTCAFSCHKSEQTCAF—8.0%[…]SCHK8.0%—[…]SEQ[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
TCAF vs SCHK5YATCAFT. Rowe Capital Appreciation Equity[…]vsSCHKBSchwab 1000 Index$16,816MeasureTCAFSCHKFee0.31%0.03%Cost on $10k a year$31$3Yield0.44%1.06%5 years, per year[…]+11.0%3 years, per year+20.0%+21.3%Worst drop · 1Y−10.8%−8.9%Volatility · 1Y13.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHKSchwab 1000 Index ETFReadDesk0.03%1.06%−0.4%+10.9%+12.9%+21.3%+11.0%−8.9%$5.7B2ATCAFT. Rowe Capital Appreciation Equity ETFReadDesk0.31%0.44%−0.2%+12.8%+13.7%+20.0%new−10.8%$7.9B3SEQSequoia ETFReadDesk0.99%0.00%+0.2%newnewnewnew[…]$6.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHKSchwab 1000 Index ETFReadDesk0.03%1.06%−0.4%+10.9%+12.9%+21.3%+11.0%−8.9%$5.7B2ATCAFT. Rowe Capital Appreciation Equity ETFReadDesk0.31%0.44%−0.2%+12.8%+13.7%+20.0%new−10.8%$7.9B3SEQSequoia ETFReadDesk0.99%0.00%+0.2%newnewnewnew[…]$6.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: TCAF, SCHK, SEQToday8.0%most shared, TCAF and SCHKTCAFSCHKSEQTCAF—8.0%[…]SCHK8.0%—[…]SEQ[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$103most kept, SCHKSCHK$106 − $3 = $103TCAF$44 − $31 = $13SEQ$0 − $99 = −$99KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee