TCAF vs VUG

ATCAF

BVUG

Measures won3–2TCAF wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income0.46%TCAF · $46 on $10k

Smallest drop−10.8%TCAF · worst fall in 1Y

Held in common7.0%TCAF and VUG

TCAF

VUG

T. Rowe Capital Appreciation Equity ETF · $8.2BVanguard Morningstar Growth ETF · $233B

+20.3%3 years · per year$17,391 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

0.46%12-mo yield$46 · $43 on $10k0.43%

−10.8%Worst dropSmaller wins−15.1%

13.0%VolatilityLower wins19.0%

3–2TCAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAF · VUG

2.4%GOOGL5.2%

1.5%AVGO4.3%

1.6%ANET0.6%

0.3%ISRG0.4%

Held in common7.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
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 VUG

TCAF

T. Rowe Capital Appreciation Equity

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureTCAFVUG

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.46%0.43%

5 years, per year[…]+9.9%

3 years, per year+20.3%+22.8%

Worst drop · 1Y−10.8%−15.1%

Volatility · 1Y13.0%19.0%

3–2measures won
TCAF first

7.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TCAF, VUG, IWF

Today

78.0%most shared, VUG and IWF

TCAFVUGIWF

TCAF—7.0%6.4%

VUG7.0%—78.0%

IWF6.4%78.0%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

TCAF$46 − $31 = $15

KeptFee

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