VT vs TCAF

AVT

BTCAF

Measures won4–1VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · IEMG $13,373

Lowest cost0.06%VT · $6 on $10k

Most income2.49%IEMG · $249 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common6.1%VT and TCAF

TCAF

Vanguard Total World Stock ETF · $81.8BT. Rowe Capital Appreciation Equity ETF · $7.9B

+20.7%3 years · per year$17,563 · $17,395+20.3%

+9.4%5 years · per year$15,649 · […][…]

0.06%Expense ratio$6 · $31 on $10k · lower wins0.31%

1.59%12-mo yield$159 · $45 on $10k0.45%

−9.7%Worst dropSmaller wins−10.8%

14.7%VolatilityLower wins13.1%

4–1VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · TCAF

1.7%GOOGL2.4%

1.4%AVGO1.4%

0.6%ASML.AS0.8%

0.3%PM1.1%

Held in common6.1%

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

All Three

5Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
3	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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

All Three

5Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
3	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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

VT vs TCAF

Vanguard Total World Stock

$15,649

TCAF

T. Rowe Capital Appreciation Equity

[…]

MeasureVTTCAF

Fee0.06%0.31%

Cost on $10k a year$6$31

Yield1.59%0.45%

5 years, per year+9.4%[…]

3 years, per year+20.7%+20.3%

Worst drop · 1Y−9.7%−10.8%

Volatility · 1Y14.7%13.1%

4–1measures won
VT first

6.1%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VT, TCAF, IEMG

Today

8.5%most shared, VT and IEMG

VTTCAFIEMG

VT—6.1%8.5%

TCAF6.1%—0.0%

IEMG8.5%0.0%—

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

Income After Fees on $10,000

$240most kept, IEMG

IEMG$249 − $9 = $240

VT$159 − $6 = $153

TCAF$45 − $31 = $14

KeptFee

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