TCAF vs SPYM

ATCAF

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,537SPYM · SPY $17,481

Lowest cost0.02%SPYM · $2 on $10k

Most income1.02%SPYM · $102 on $10k

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

Held in common8.2%TCAF and SPYM

T. Rowe Capital Appreciation Equity ETF · $7.6BState Street SPDR Portfolio S&P 500 ETF · $183B

+20.2%3 years · per year$17,365 · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

0.31%Expense ratio$31 · $2 on $10k · lower wins0.02%

0.44%12-mo yield$44 · $102 on $10k

Cards for this view

TCAF

T. Rowe Capital Appreciation Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureTCAFSPYM

Fee0.31%0.02%

Cost on $10k a year$31$2

Yield0.44%1.02%

5 years, per year[…]+11.9%

3 years, per year+20.2%+21.9%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y13.1%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	+0.9%	+13.8%	+13.0%	+20.2%	new	−10.8%	$7.6B

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	+0.9%	+13.8%	+13.0%	+20.2%	new	−10.8%	$7.6B

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