TCAF vs TACU

ATCAF

BTACU

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.14%TACU · $14 on $10k

Most income0.44%TCAF · $44 on $10k

Smallest drop−10.8%TCAF · worst fall in 1Y

Held in common37.9%TCAF and TACU

TCAF

TACU

T. Rowe Capital Appreciation Equity ETF · $8.0BT. Rowe Price Active Core U.S. Equity ETF · $17M

+22.2%3 years · per year$18,251 · […][…]

[…]5 years · per year[…]

0.31%Expense ratio$31 · $14 on $10k · lower wins0.14%

0.44%12-mo yield$44 · $0 on $10k0.00%

−10.8%Worst dropSmaller wins[…]

12.3%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsTCAF · TACU

5.5%NVDA.NE6.9%

7.3%MSFT.NE5.4%

4.9%AAPL.MX6.5%

5.4%AMZN.NE3.3%

Held in common37.9%

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							5Y/yr
1	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.0%	+14.4%	+13.5%	+22.2%	new	−10.8%	$8.0B
2	BTACU	T. Rowe Price Active Core U.S. Equity ETFRead Desk		0.14%	0.00%	+1.4%	+12.8%	new	new	new	[…]	$17M

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							5Y/yr
1	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.0%	+14.4%	+13.5%	+22.2%	new	−10.8%	$8.0B
2	BTACU	T. Rowe Price Active Core U.S. Equity ETFRead Desk		0.14%	0.00%	+1.4%	+12.8%	new	new	new	[…]	$17M

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 TACU

TCAF

T. Rowe Capital Appreciation Equity

[…]

TACU

T. Rowe Price Active Core U.S. Equity

[…]

MeasureTCAFTACU

Fee0.31%0.14%

Cost on $10k a year$31$14

Yield0.44%0.00%

5 years, per year[…][…]

3 years, per year+22.2%[…]

Worst drop · 1Y−10.8%[…]

Volatility · 1Y12.3%[…]

1–1measures won
level

37.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TCAF, TACU

Today

37.9%most shared, TCAF and TACU

TCAFTACU

TCAF—37.9%

TACU37.9%—

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

Income After Fees on $10,000

$13most kept, TCAF

TCAF$44 − $31 = $13

TACU$0 − $14 = −$14

KeptFee

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