TCAF vs TCAL

ATCAF

BTCAL

Measures won1–3TCAL wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income11.73%TCAL · $1,173 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 · $8.2BT. Rowe Price Capital Appreciation Premium Income ETF · $328M

+20.3%3 years · per year$17,395 · […][…]

[…]5 years · per year[…]

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

0.45%12-mo yield$45 · $1,173 on $10k11.73%

−10.8%Worst dropSmaller wins−7.0%

13.1%VolatilityLower wins10.3%

1–3TCAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · TCAL

2.1%MA.BA1.9%

7.7%MSFT.NE1.8%

5.8%AMZN.NE1.7%

1.5%VLTO2.0%

Held in common42.7%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$8.2B
3	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.73%	+0.1%	+8.3%	+9.6%	new	new	−7.0%	$328M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$8.2B
3	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.73%	+0.1%	+8.3%	+9.6%	new	new	−7.0%	$328M

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 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

Yield0.45%11.73%

5 years, per year[…][…]

3 years, per year+20.3%[…]

Worst drop · 1Y−10.8%−7.0%

Volatility · 1Y13.1%10.3%

3–1measures won
TCAL first

42.7%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: TCAF, TCAL, VIG

Today

42.7%most shared, TCAF and TCAL

TCAFTCALVIG

TCAF—42.7%5.0%

TCAL42.7%—14.0%

VIG5.0%14.0%—

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

Income After Fees on $10,000

$1,139most kept, TCAL

TCAL$1,173 − $34 = $1,139

VIG$150 − $4 = $146

TCAF$45 − $31 = $14

KeptFee

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