TCAF vs TFNS

ATCAF

BTFNS

Measures won3–1TCAF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%TCAF · $31 on $10k

Most income11.55%TCAL · $1,155 on $10k

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

Held in common7.8%TCAF and TFNS

TCAF

TFNS

T. Rowe Capital Appreciation Equity ETF · $7.9BT. Rowe Price Financials ETF · $18M

+20.4%3 years · per year$17,456 · […][…]

[…]5 years · per year[…]

0.31%Expense ratio$31 · $44 on $10k · lower wins0.44%

0.44%12-mo yield$44 · $46 on $10k0.46%

−10.8%Worst dropSmaller wins−14.0%

13.2%VolatilityLower wins15.4%

3–1TCAF wins

$10,000 · 5 yearsAll three, one scale

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

Shared top holdingsTCAF · TFNS

2.1%MA.BA7.1%

1.4%V.BA7.7%

1.4%JPM.NE4.8%

1.0%KKR1.1%

Held in common7.8%

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	BTFNS	T. Rowe Price Financials ETFRead Desk	0.44%	0.46%	+1.4%	+7.8%	+14.7%	new	new	−14.0%	$18M
3	TCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.55%	+1.6%	+10.0%	+11.4%	new	new	−7.0%	$321M

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	BTFNS	T. Rowe Price Financials ETFRead Desk	0.44%	0.46%	+1.4%	+7.8%	+14.7%	new	new	−14.0%	$18M
3	TCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.55%	+1.6%	+10.0%	+11.4%	new	new	−7.0%	$321M

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 TFNS

TCAF

T. Rowe Capital Appreciation Equity

[…]

TFNS

T. Rowe Price Financials

[…]

MeasureTCAFTFNS

Fee0.31%0.44%

Cost on $10k a year$31$44

Yield0.44%0.46%

5 years, per year[…][…]

3 years, per year+20.4%[…]

Worst drop · 1Y−10.8%−14.0%

Volatility · 1Y13.2%15.4%

3–1measures won
TCAF first

7.8%

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%

$122BAssets$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, TFNS, TCAL

Today

42.7%most shared, TCAF and TCAL

TCAFTFNSTCAL

TCAF—7.8%42.7%

TFNS7.8%—10.7%

TCAL42.7%10.7%—

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

Income After Fees on $10,000

$1,121most kept, TCAL

TCAL$1,155 − $34 = $1,121

TCAF$44 − $31 = $13

TFNS$46 − $44 = $2

KeptFee

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