ETF comparison

OEFvsTCAF

Both US Large Cap.

iShares S&P 100 ETF · T. Rowe Price Capital Appreciation Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
44.2%

26 positions appear in both funds. Buying equal dollars of OEF and TCAF would leave roughly44.2%of each dollar exposed to the same underlying securities.

OEF only 55.7%Shared 44.2%TCAF only 53.9%
In OEF only
76 positions
Shared
26 positions
In TCAF only
62 positions

Side by side

OEF

iShares S&P 100 ETF

iShares · US Large Cap

81composite / 100
Expense ratio
0.20%
Net assets
$20.38B
TTM yield
0.85%
Top-10 conc.
50.7%
TCAF

T. Rowe Price Capital Appreciation Equity ETF

T. Rowe Price · US Large Cap

78composite / 100
Expense ratio
0.31%
Net assets
$8.38B
TTM yield
0.46%
Top-10 conc.
40.9%

Sub-score comparison

80
Cost
69
89
Tax efficiency
90
100
Liquidity
97
42
Concentration
56
Tracking quality
OEFsub-scoreTCAF

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

OEF is 11 bps cheaper than TCAF. On a $100,000 position that's about $110/yr more in fees for TCAF.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with OEF vs TCAF.

Top shared holdings

26 shared in total
#HoldingIn OEFIn TCAFOverlap
1NVIDIA CORP10.47%5.30%5.30%
2MICROSOFT CORP5.99%5.14%5.14%
3AMAZON.COM INC5.04%5.83%5.04%
4APPLE INC9.18%4.70%4.70%
5ALPHABET INC4.53%4.36%4.36%
6BROADCOM INC3.86%3.14%3.14%
7META PLATFORMS INC2.67%4.18%2.67%
8MICRON TECHNOLOGY INC2.81%2.06%2.06%
9ADVANCED MICRO DEVICES INC2.05%2.65%2.05%
10JP MORGAN CHASE & COMPANY1.89%1.86%1.86%
11VISA INC1.23%1.56%1.23%
12ALPHABET INC3.61%0.99%0.99%

Only in OEF

76 total
  • TESLA INC2.56%
  • BERKSHIRE HATHAWAY INC1.98%
  • INTEL CORP1.43%
  • JOHNSON & JOHNSON1.32%
  • APPLIED MATERIALS INC1.24%
  • EXXONMOBIL HOLDINGS CORP1.22%
  • LAM RESEARCH CORP1.17%
  • WALMART INC1.07%
  • CATERPILLAR INC1.06%
  • CISCO SYSTEMS INC1.00%

Only in TCAF

62 total
  • CENTERPOINT ENERGY INC3.03%
  • KEURIG DR PEPPER INC2.60%
  • NISOURCE INC2.42%
  • TAIWAN SEMICONDUCTOR-SP ADR2.18%
  • CENCORA INC2.00%
  • WATERS CORP1.79%
  • AMEREN CORPORATION1.69%
  • PPL CORP1.64%
  • CYTOKINETICS INC1.34%
  • REVVITY INC1.29%

Open OEF or TCAF at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.