TCAF vs SOXX

ATCAF

BSOXX

Measures won3–2TCAF wins · of 6 · 5Y

$10,000 · 5Y$28,442SOXX · FTCS $13,941

Lowest cost0.31%TCAF · $31 on $10k

Most income1.10%FTCS · $110 on $10k

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

Held in common3.7%TCAF and SOXX

TCAF

SOXX

T. Rowe Capital Appreciation Equity ETF · $7.9BiShares Semiconductor ETF · $39.1B

+20.4%3 years · per year$17,456 · $29,015+42.6%

[…]5 years · per year[…] · $28,442+23.3%

0.31%Expense ratio$31 · $33 on $10k · lower wins0.33%

0.44%12-mo yield$44 · $71 on $10k0.71%

−10.8%Worst dropSmaller wins−39.5%

13.2%VolatilityLower wins49.8%

3–2TCAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · SOXX

2.1%TSM3.4%

1.4%AVGO7.9%

0.2%SKHY2.9%

Held in common3.7%

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 Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
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

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

All Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
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

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 SOXX

TCAF

T. Rowe Capital Appreciation Equity

[…]

SOXX

iShares Semiconductor

$28,442

MeasureTCAFSOXX

Fee0.31%0.33%

Cost on $10k a year$31$33

Yield0.44%0.71%

5 years, per year[…]+23.3%

3 years, per year+20.4%+42.6%

Worst drop · 1Y−10.8%−39.5%

Volatility · 1Y13.2%49.8%

3–2measures won
TCAF first

3.7%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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%

$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

Overlap: TCAF, SOXX, FTCS

Today

4.4%most shared, TCAF and FTCS

TCAFSOXXFTCS

TCAF—3.7%4.4%

SOXX3.7%—0.0%

FTCS4.4%0.0%—

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

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

SOXX$71 − $33 = $38

TCAF$44 − $31 = $13

KeptFee

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