TCAF vs SPYM

ATCAF

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common8.0%TCAF and SPYM

TCAF

SPYM

T. Rowe Capital Appreciation Equity ETF · $7.9BState Street SPDR Portfolio S&P 500 ETF · $182B

+20.3%3 years · per year$17,395 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

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

0.45%12-mo yield$45 · $105 on $10k1.05%

−10.8%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · SPYM

2.4%GOOGL2.6%

1.4%AVGO2.2%

1.1%PM0.5%

0.8%ABT0.3%

Held in common8.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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 SPYM

TCAF

T. Rowe Capital Appreciation Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureTCAFSPYM

Fee0.31%0.02%

Cost on $10k a year$31$2

Yield0.45%1.05%

5 years, per year[…]+11.4%

3 years, per year+20.3%+21.8%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y13.1%13.6%

4–1measures won
SPYM first

8.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: TCAF, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

TCAFSPYMVOO

TCAF—8.0%7.7%

SPYM8.0%—92.2%

VOO7.7%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

TCAF$45 − $31 = $14

KeptFee

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