TFNS vs TCAL

ATFNS

BTCAL

Measures won0–4TCAL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.34%TCAL · $34 on $10k

Most income11.73%TCAL · $1,173 on $10k

Smallest drop−7.0%TCAL · worst fall in 1Y

Held in common10.9%TFNS and TCAL

TFNS

TCAL

T. Rowe Price Financials ETF · $18MT. Rowe Price Capital Appreciation Premium Income ETF · $328M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.44%Expense ratio$44 · $34 on $10k · lower wins0.34%

0.46%12-mo yield$46 · $1,173 on $10k11.73%

−14.0%Worst dropSmaller wins−7.0%

15.4%VolatilityLower wins10.3%

0–4TCAL wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTFNS · TCAL

7.1%MA.BA1.9%

2.0%MRSH1.2%

7.7%V.BA1.2%

1.1%ICE1.2%

Held in common10.9%

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						3Y/yr	5Y/yr
1	ATFNS	T. Rowe Price Financials ETFRead Desk		0.44%	0.46%	−0.5%	+6.3%	+12.8%	new	new	−14.0%	$18M
2	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk		0.34%	11.73%	+0.1%	+8.3%	+9.6%	new	new	−7.0%	$328M

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						3Y/yr	5Y/yr
1	ATFNS	T. Rowe Price Financials ETFRead Desk		0.44%	0.46%	−0.5%	+6.3%	+12.8%	new	new	−14.0%	$18M
2	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk		0.34%	11.73%	+0.1%	+8.3%	+9.6%	new	new	−7.0%	$328M

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

TFNS vs TCAL

TFNS

T. Rowe Price Financials

[…]

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

MeasureTFNSTCAL

Fee0.44%0.34%

Cost on $10k a year$44$34

Yield0.46%11.73%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−14.0%−7.0%

Volatility · 1Y15.4%10.3%

4–0measures won
TCAL first

10.9%

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: TFNS, TCAL

Today

10.9%most shared, TFNS and TCAL

TFNSTCAL

TFNS—10.9%

TCAL10.9%—

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

Income After Fees on $10,000

$1,139most kept, TCAL

TCAL$1,173 − $34 = $1,139

TFNS$46 − $44 = $2

KeptFee

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