TCAF vs TGRT

ATCAF

BTGRT

Measures won4–1TCAF wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common36.7%TCAF and TGRT

TCAF

TGRT

T. Rowe Capital Appreciation Equity ETF · $8.0BT. Rowe Price Growth ETF · $1.7B

+21.8%3 years · per year$18,055 · $18,222+22.1%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $38 on $10k · lower wins0.38%

0.45%12-mo yield$45 · $8 on $10k0.08%

−10.8%Worst dropSmaller wins−17.1%

12.2%VolatilityLower wins18.5%

4–1TCAF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAF · TGRT

7.0%MSFT.NE5.8%

5.3%NVDA.NE15.5%

5.0%AAPL.MX7.4%

2.6%META.NE3.3%

Held in common36.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.6%	+12.2%	+11.6%	+21.8%	new	−10.8%	$8.0B
3	BTGRT	T. Rowe Price Growth ETFRead Desk	0.38%	0.08%	+1.3%	0.0%	−2.4%	+22.1%	new	−17.1%	$1.7B
4	TVAL	T. Rowe Price Value ETFRead Desk	0.33%	0.93%	−0.3%	+23.5%	+28.2%	+23.4%	new	−7.2%	$1.1B

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.6%	+12.2%	+11.6%	+21.8%	new	−10.8%	$8.0B
3	BTGRT	T. Rowe Price Growth ETFRead Desk	0.38%	0.08%	+1.3%	0.0%	−2.4%	+22.1%	new	−17.1%	$1.7B
4	TVAL	T. Rowe Price Value ETFRead Desk	0.33%	0.93%	−0.3%	+23.5%	+28.2%	+23.4%	new	−7.2%	$1.1B

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

Cards for this view

TCAF vs TGRT

TCAF

T. Rowe Capital Appreciation Equity

[…]

TGRT

T. Rowe Price Growth

[…]

MeasureTCAFTGRT

Fee0.31%0.38%

Cost on $10k a year$31$38

Yield0.45%0.08%

5 years, per year[…][…]

3 years, per year+21.8%+22.1%

Worst drop · 1Y−10.8%−17.1%

Volatility · 1Y12.2%18.5%

4–1measures won
TCAF first

36.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: TCAF, TGRT, TVAL, VTV

Today

36.7%most shared, TCAF and TGRT

TCAFTGRTTVALVTV

TCAF—36.7%25.8%5.3%

TGRT36.7%—20.3%3.0%

TVAL25.8%20.3%—26.6%

VTV5.3%3.0%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

TVAL$93 − $33 = $60

TCAF$45 − $31 = $14

TGRT$8 − $38 = −$30

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee