TCAF vs SURI

ATCAF

BSURI

Measures won4–1TCAF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%TCAF · $31 on $10k

Most income16.23%SURI · $1,623 on $10k

Smallest drop−7.9%CGBL · worst fall in 1Y

Held in common0.0%TCAF and SURI

TCAF

SURI

T. Rowe Capital Appreciation Equity ETF · $7.9BSimplify Propel Opportunities ETF · $78M

+20.4%3 years · per year$17,456 · $14,374+12.9%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $284 on $10k · lower wins2.84%

0.44%12-mo yield$44 · $1,623 on $10k16.23%

−10.8%Worst dropSmaller wins−19.2%

13.2%VolatilityLower wins21.4%

4–1TCAF wins

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsTCAF · SURI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

#									5Y/yr
1	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
2	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.23%	+4.8%	+13.2%	+23.6%	+12.9%	new	−19.2%	$78M
3	CGBL	Capital Group Core Balanced ETFRead Desk	0.33%	1.94%	+1.6%	+6.6%	+9.9%	+16.3%	new	−7.9%	$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

#									5Y/yr
1	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
2	BSURI	Simplify Propel Opportunities ETFRead Desk	2.84%	16.23%	+4.8%	+13.2%	+23.6%	+12.9%	new	−19.2%	$78M
3	CGBL	Capital Group Core Balanced ETFRead Desk	0.33%	1.94%	+1.6%	+6.6%	+9.9%	+16.3%	new	−7.9%	$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 SURI

TCAF

T. Rowe Capital Appreciation Equity

[…]

SURI

Simplify Propel Opportunities

[…]

MeasureTCAFSURI

Fee0.31%2.84%

Cost on $10k a year$31$284

Yield0.44%16.23%

5 years, per year[…][…]

3 years, per year+20.4%+12.9%

Worst drop · 1Y−10.8%−19.2%

Volatility · 1Y13.2%21.4%

4–1measures won
TCAF first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TCAF, SURI, CGBL

Today

7.9%most shared, TCAF and CGBL

TCAFSURICGBL

TCAF—0.0%7.9%

SURI0.0%—0.0%

CGBL7.9%0.0%—

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

Income After Fees on $10,000

$1,339most kept, SURI

SURI$1,623 − $284 = $1,339

CGBL$194 − $33 = $161

TCAF$44 − $31 = $13

KeptFee

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