TCAF vs VYM

ATCAF

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

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

Held in common5.5%TCAF and VYM

TCAF

VYM

T. Rowe Capital Appreciation Equity ETF · $8.2BVanguard High Dividend Yield ETF · $78.9B

+20.3%3 years · per year$17,395 · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

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

0.45%12-mo yield$45 · $231 on $10k2.31%

−10.8%Worst dropSmaller wins−6.7%

13.1%VolatilityLower wins10.6%

1–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · VYM

1.4%AVGO6.9%

1.1%PM1.3%

0.8%ABT0.7%

0.3%COP0.6%

Held in common5.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$8.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$8.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAF vs VYM

TCAF

T. Rowe Capital Appreciation Equity

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureTCAFVYM

Fee0.31%0.04%

Cost on $10k a year$31$4

Yield0.45%2.31%

5 years, per year[…]+11.1%

3 years, per year+20.3%+19.6%

Worst drop · 1Y−10.8%−6.7%

Volatility · 1Y13.1%10.6%

4–1measures won
VYM first

5.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TCAF, VYM

Today

5.5%most shared, TCAF and VYM

TCAFVYM

TCAF—5.5%

VYM5.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

TCAF$45 − $31 = $14

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee