TCAF vs SPY

ATCAF

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common8.1%TCAF and SPY

TCAF

SPY

T. Rowe Capital Appreciation Equity ETF · $8.2BState Street SPDR S&P 500 ETF · $805B

+22.2%3 years · per year$18,251 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.31%Expense ratio$31 · $9 on $10k · lower wins0.09%

0.44%12-mo yield$44 · $99 on $10k0.99%

−10.8%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins12.9%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · SPY

2.3%GOOGL2.5%

1.5%AVGO2.4%

1.1%PM0.5%

0.8%ABT0.3%

Held in common8.1%

End-of-day Nov 4, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.0%	+14.4%	+13.5%	+22.2%	new	−10.8%	$8.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.0%	+14.4%	+13.5%	+22.2%	new	−10.8%	$8.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAF vs SPY

TCAF

T. Rowe Capital Appreciation Equity

[…]

SPY

SPDR S&P 500

$18,060

MeasureTCAFSPY

Fee0.31%0.09%

Cost on $10k a year$31$9

Yield0.44%0.99%

5 years, per year[…]+12.6%

3 years, per year+22.2%+24.1%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y12.3%12.9%

4–1measures won
SPY first

8.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: TCAF, SPY

Today

8.1%most shared, TCAF and SPY

TCAFSPY

TCAF—8.1%

SPY8.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

TCAF$44 − $31 = $13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee