TVAL vs TCAF

ATVAL

BTCAF

Measures won4–1TVAL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%TCAF · $31 on $10k

Most income0.93%TVAL · $93 on $10k

Smallest drop−7.2%TVAL · worst fall in 1Y

Held in common25.8%TVAL and TCAF

TVAL

TCAF

T. Rowe Price Value ETF · $1.1BT. Rowe Capital Appreciation Equity ETF · $8.0B

+23.4%3 years · per year$18,803 · $18,055+21.8%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $31 on $10k · lower wins0.31%

0.93%12-mo yield$93 · $45 on $10k0.45%

−7.2%Worst dropSmaller wins−10.8%

10.6%VolatilityLower wins12.2%

4–1TVAL wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTVAL · TCAF

6.2%AMZN.NE5.6%

5.2%MSFT.NE7.0%

5.8%AAPL.MX5.0%

1.9%JPM.NE1.4%

Held in common25.8%

End-of-day Nov 3, 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	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.93%	−0.3%	+23.5%	+28.2%	+23.4%	new	−7.2%	$1.1B
2	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.6%	+12.2%	+11.6%	+21.8%	new	−10.8%	$8.0B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.93%	−0.3%	+23.5%	+28.2%	+23.4%	new	−7.2%	$1.1B
2	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.6%	+12.2%	+11.6%	+21.8%	new	−10.8%	$8.0B

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

Cards for this view

TVAL vs TCAF

TVAL

T. Rowe Price Value

[…]

TCAF

T. Rowe Capital Appreciation Equity

[…]

MeasureTVALTCAF

Fee0.33%0.31%

Cost on $10k a year$33$31

Yield0.93%0.45%

5 years, per year[…][…]

3 years, per year+23.4%+21.8%

Worst drop · 1Y−7.2%−10.8%

Volatility · 1Y10.6%12.2%

4–1measures won
TVAL first

25.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TVAL, TCAF

Today

25.8%most shared, TVAL and TCAF

TVALTCAF

TVAL—25.8%

TCAF25.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$60most kept, TVAL

TVAL$93 − $33 = $60

TCAF$45 − $31 = $14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee