TCAF vs VTV

ATCAF

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

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 common5.2%TCAF and VTV

TCAF

VTV

T. Rowe Capital Appreciation Equity ETF · $7.9BVanguard Morningstar Value ETF · $184B

+20.4%3 years · per year$17,456 · $17,700+21.0%

[…]5 years · per year[…] · $17,865+12.3%

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

0.44%12-mo yield$44 · $183 on $10k1.83%

−10.8%Worst dropSmaller wins−6.4%

13.2%VolatilityLower wins10.8%

0–5VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · VTV

1.1%PM1.1%

0.8%ABT0.6%

1.4%DHR0.5%

0.3%COP0.6%

Held in common5.2%

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

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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

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

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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

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 VTV

TCAF

T. Rowe Capital Appreciation Equity

[…]

VTV

Vanguard Morningstar Value

$17,865

MeasureTCAFVTV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.44%1.83%

5 years, per year[…]+12.3%

3 years, per year+20.4%+21.0%

Worst drop · 1Y−10.8%−6.4%

Volatility · 1Y13.2%10.8%

5–0measures won
VTV first

5.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

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

Overlap: TCAF, VTV, VUG

Today

6.9%most shared, TCAF and VUG

TCAFVTVVUG

TCAF—5.2%6.9%

VTV5.2%—1.9%

VUG6.9%1.9%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VUG$41 − $3 = $38

TCAF$44 − $31 = $13

KeptFee

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