TCAF vs TOS5YTCAFTCAFAvsBTOSTOST. Rowe Capital Appreciation Equity ETF · $7.6BTwin Oak Strategic Solutions ETF · $142MReturns · dividends in+19.8%3 years · per year$17,193 · […][…][…]5 years · per year[…]Cost and income0.31%Expense ratio$31 · $36 on $10k · lower wins0.36%0.44%12-mo yield$44 · $0 on $10k0.00%Risk · 1 year
$10,000 in TCAF, TOS, CGBL5YNo price history on file for these funds yet […]End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: TCAF, TOS, CGBLToday8.2%most shared, TCAF and CGBLTCAFTOSCGBLTCAF—2.2%8.2%TOS2.2%—6.0%CGBL8.2%6.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
TCAF vs TOS5YATCAFT. Rowe Capital Appreciation Equity[…]vsTOSBTwin Oak Strategic Solutions[…]MeasureTCAFTOSFee0.31%0.36%Cost on $10k a year$31$36Yield0.44%0.00%5 years, per year[…][…]3 years, per year+19.8%[…]Worst drop · 1Y−10.8%[…]Volatility · 1Y13.1%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yrDrop▲▼Assets▲▼1ATCAFT. Rowe Capital Appreciation Equity ETFReadDesk0.31%0.44%−0.6%+13.1%+11.8%+19.8%new−10.8%$7.6B2BTOSTwin Oak Strategic Solutions ETFReadDesk0.36%0.00%−0.5%newnewnewnew[…]$142M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.5%+6.3%+8.1%+15.8%new−7.9%$8.1BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yrDrop▲▼Assets▲▼1ATCAFT. Rowe Capital Appreciation Equity ETFReadDesk0.31%0.44%−0.6%+13.1%+11.8%+19.8%new−10.8%$7.6B2BTOSTwin Oak Strategic Solutions ETFReadDesk0.36%0.00%−0.5%newnewnewnew[…]$142M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.5%+6.3%+8.1%+15.8%new−7.9%$8.1BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: TCAF, TOS, CGBLToday8.2%most shared, TCAF and CGBLTCAFTOSCGBLTCAF—2.2%8.2%TOS2.2%—6.0%CGBL8.2%6.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$162most kept, CGBLCGBL$195 − $33 = $162TCAF$44 − $31 = $13TOS$0 − $36 = −$36KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee