TCAF vs VOO

ATCAF

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common7.8%TCAF and VOO

TCAF

VOO

T. Rowe Capital Appreciation Equity ETF · $8.2BVanguard S&P 500 ETF · $1.00T

+20.3%3 years · per year$17,391 · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

0.46%12-mo yield$46 · $110 on $10k1.10%

−10.8%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.5%

1–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · VOO

2.4%GOOGL3.1%

1.5%AVGO2.5%

1.1%PM0.5%

1.6%ANET0.3%

Held in common7.8%

End-of-day Nov 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B

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

Cards for this view

TCAF vs VOO

TCAF

T. Rowe Capital Appreciation Equity

[…]

VOO

Vanguard S&P 500

$17,156

MeasureTCAFVOO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.46%1.10%

5 years, per year[…]+11.4%

3 years, per year+20.3%+22.1%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y13.0%13.5%

4–1measures won
VOO first

7.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TCAF, VOO, IVV

Today

93.5%most shared, VOO and IVV

TCAFVOOIVV

TCAF—7.8%8.1%

VOO7.8%—93.5%

IVV8.1%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

TCAF$46 − $31 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee