TCAF vs TCAL

ATCAF

BTCAL

Measures won1–3TCAL wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income11.74%TCAL · $1,174 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common43.0%TCAF and TCAL

TCAF

TCAL

T. Rowe Capital Appreciation Equity ETF · $8.2BT. Rowe Price Capital Appreciation Premium Income ETF · $328M

+20.3%3 years · per year$17,391 · […][…]

[…]5 years · per year[…]

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

0.46%12-mo yield$46 · $1,174 on $10k11.74%

−10.8%Worst dropSmaller wins−7.0%

13.0%VolatilityLower wins10.3%

1–3TCAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · TCAL

2.1%MA.BA1.9%

7.6%MSFT.NE1.8%

5.7%AMZN.NE1.7%

1.6%ANET1.5%

Held in common43.0%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B
3	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.74%	−1.9%	+8.2%	+9.1%	new	new	−7.0%	$328M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B
3	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.74%	−1.9%	+8.2%	+9.1%	new	new	−7.0%	$328M

End-of-day Nov 5, 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

Yield0.46%11.74%

5 years, per year[…][…]

3 years, per year+20.3%[…]

Worst drop · 1Y−10.8%−7.0%

Volatility · 1Y13.0%10.3%

3–1measures won
TCAL first

43.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TCAF, TCAL, SCHD

Today

43.0%most shared, TCAF and TCAL

TCAFTCALSCHD

TCAF—43.0%2.2%

TCAL43.0%—4.2%

SCHD2.2%4.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,140most kept, TCAL

TCAL$1,174 − $34 = $1,140

SCHD$298 − $6 = $292

TCAF$46 − $31 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee