TGRT vs TCAL

ATGRT

BTCAL

Measures won0–4TCAL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.34%TCAL · $34 on $10k

Most income11.55%TCAL · $1,155 on $10k

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

Held in common16.6%TGRT and TCAL

TGRT

TCAL

T. Rowe Price Growth ETF · $1.6BT. Rowe Price Capital Appreciation Premium Income ETF · $321M

+19.4%3 years · per year$17,003 · […][…]

[…]5 years · per year[…]

0.38%Expense ratio$38 · $34 on $10k · lower wins0.34%

0.08%12-mo yield$8 · $1,155 on $10k11.55%

−15.9%Worst dropSmaller wins−7.0%

19.7%VolatilityLower wins10.4%

0–4TCAL wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTGRT · TCAL

2.7%MA.BA1.9%

6.2%MSFT.NE1.7%

3.1%AMD.BA1.3%

1.2%TSM1.3%

Held in common16.6%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ATGRT	T. Rowe Price Growth ETFRead Desk		0.38%	0.08%	+2.9%	−1.5%	−1.0%	+19.4%	new	−15.9%	$1.6B
2	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk		0.34%	11.55%	+1.6%	+10.0%	+11.4%	new	new	−7.0%	$321M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ATGRT	T. Rowe Price Growth ETFRead Desk		0.38%	0.08%	+2.9%	−1.5%	−1.0%	+19.4%	new	−15.9%	$1.6B
2	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk		0.34%	11.55%	+1.6%	+10.0%	+11.4%	new	new	−7.0%	$321M

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

TGRT vs TCAL

TGRT

T. Rowe Price Growth

[…]

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

MeasureTGRTTCAL

Fee0.38%0.34%

Cost on $10k a year$38$34

Yield0.08%11.55%

5 years, per year[…][…]

3 years, per year+19.4%[…]

Worst drop · 1Y−15.9%−7.0%

Volatility · 1Y19.7%10.4%

4–0measures won
TCAL first

16.6%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TGRT, TCAL

Today

16.6%most shared, TGRT and TCAL

TGRTTCAL

TGRT—16.6%

TCAL16.6%—

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

Income After Fees on $10,000

$1,121most kept, TCAL

TCAL$1,155 − $34 = $1,121

TGRT$8 − $38 = −$30

KeptFee

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