TCAF vs TCAL

ATCAF

BTCAL

Measures won1–3TCAL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%TCAF · $31 on $10k

Most income11.52%TCAL · $1,152 on $10k

Smallest drop−7.0%TCAL · worst fall in 1Y

Held in common42.7%TCAF and TCAL

TCAF

TCAL

T. Rowe Capital Appreciation Equity ETF · $8.0BT. Rowe Price Capital Appreciation Premium Income ETF · $321M

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

[…]5 years · per year[…]

0.31%Expense ratio$31 · $34 on $10k · lower wins0.34%

0.44%12-mo yield$44 · $1,152 on $10k11.52%

−10.8%Worst dropSmaller wins−7.0%

12.3%VolatilityLower wins10.1%

1–3TCAL wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTCAF · TCAL

2.1%MA.BA1.9%

7.3%MSFT.NE1.7%

5.4%AMZN.NE1.6%

1.5%VLTO1.9%

Held in common42.7%

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	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk		0.34%	11.52%	+1.1%	+10.3%	+12.0%	new	new	−7.0%	$321M

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	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk		0.34%	11.52%	+1.1%	+10.3%	+12.0%	new	new	−7.0%	$321M

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 TCAL

TCAF

T. Rowe Capital Appreciation Equity

[…]

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

MeasureTCAFTCAL

Fee0.31%0.34%

Cost on $10k a year$31$34

Yield0.44%11.52%

5 years, per year[…][…]

3 years, per year+22.2%[…]

Worst drop · 1Y−10.8%−7.0%

Volatility · 1Y12.3%10.1%

3–1measures won
TCAL first

42.7%

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, TCAL

Today

42.7%most shared, TCAF and TCAL

TCAFTCAL

TCAF—42.7%

TCAL42.7%—

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

Income After Fees on $10,000

$1,118most kept, TCAL

TCAL$1,152 − $34 = $1,118

TCAF$44 − $31 = $13

KeptFee

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