TCAF vs SMH

ATCAF

BSMH

Measures won4–1TCAF wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SOXX $26,892

Lowest cost0.31%TCAF · $31 on $10k

Most income0.76%SOXX · $76 on $10k

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

Held in common4.5%TCAF and SMH

TCAF

SMH

T. Rowe Capital Appreciation Equity ETF · $8.2BVanEck Semiconductor ETF · $57.7B

+20.3%3 years · per year$17,395 · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%

0.45%12-mo yield$45 · $24 on $10k0.24%

−10.8%Worst dropSmaller wins−33.1%

13.1%VolatilityLower wins42.9%

4–1TCAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · SMH

2.0%TSM9.8%

1.4%AVGO5.9%

0.6%SNPS2.5%

0.3%CDNS2.5%

Held in common4.5%

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

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$8.2B

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

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$8.2B

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 SMH

TCAF

T. Rowe Capital Appreciation Equity

[…]

SMH

VanEck Semiconductor

$34,950

MeasureTCAFSMH

Fee0.31%0.35%

Cost on $10k a year$31$35

Yield0.45%0.24%

5 years, per year[…]+28.4%

3 years, per year+20.3%+48.9%

Worst drop · 1Y−10.8%−33.1%

Volatility · 1Y13.1%42.9%

4–1measures won
TCAF first

4.5%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TCAF, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

TCAFSMHSOXX

TCAF—4.5%3.6%

SMH4.5%—69.6%

SOXX3.6%69.6%—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

TCAF$45 − $31 = $14

SMH$24 − $35 = −$11

KeptFee

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