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ATCAF

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG · JEPI $14,519

Lowest cost0.04%VIG · $4 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common5.1%TCAF and VIG

T. Rowe Capital Appreciation Equity ETF · $8.3BVanguard Dividend Appreciation ETF · $109B

+19.7%3 years · per year$17,169 · $16,797+18.9%

[…]5 years · per year[…] · $16,513+10.6%

0.31%Expense ratio$31 · $4 on $10k · lower wins0.04%

0.44%12-mo yield$44 · $145 on $10k

Cards for this view

TCAF

T. Rowe Capital Appreciation Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,513

MeasureTCAFVIG

Fee0.31%0.04%

Cost on $10k a year$31$4

Yield0.44%1.45%

5 years, per year[…]+10.6%

3 years, per year+19.7%+18.9%

Worst drop · 1Y−10.8%−7.9%

Volatility · 1Y13.1%

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	−0.1%	+13.0%	+11.5%	+19.7%	new	−10.8%	$8.3B

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	−0.1%	+13.0%	+11.5%	+19.7%	new	−10.8%	$8.3B