ETF comparison

TCAFvsXLG

Both US Large Cap.

T. Rowe Price Capital Appreciation Equity ETF · Invesco S&P 500 Top 50 ETF

Holdings overlap

Weighted by ISIN/CUSIP
42.5%

19 positions appear in both funds. Buying equal dollars of TCAF and XLG would leave roughly42.5%of each dollar exposed to the same underlying securities.

TCAF only 55.6%Shared 42.5%XLG only 57.2%
In TCAF only
69 positions
Shared
19 positions
In XLG only
33 positions

Side by side

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%
XLG

Invesco S&P 500 Top 50 ETF

Invesco · US Large Cap

78composite / 100
Expense ratio
0.20%
Net assets
$11.08B
TTM yield
0.64%
Top-10 conc.
63.3%

Sub-score comparison

69
Cost
80
90
Tax efficiency
89
97
Liquidity
100
56
Concentration
24
Tracking quality
TCAFsub-scoreXLG

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

Cost difference

XLG 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 TCAF vs XLG.

Top shared holdings

19 shared in total
#HoldingIn TCAFIn XLGOverlap
1AMAZON.COM INC5.83%6.96%5.83%
2NVIDIA CORP5.30%13.04%5.30%
3MICROSOFT CORP5.14%8.14%5.14%
4APPLE INC4.70%10.71%4.70%
5ALPHABET INC CL A4.36%6.03%4.36%
6META PLATFORMS INC-CLASS A4.18%3.60%3.60%
7BROADCOM INC3.14%4.83%3.14%
8J.P. MORGAN CHASE & CO.1.86%2.27%1.86%
9ADVANCED MICRO DEVICES2.65%1.55%1.55%
10VISA INC-CLASS A SHARES1.56%1.49%1.49%
11MASTERCARD INC - A2.04%1.10%1.10%
12ALPHABET INC CL C0.99%4.80%0.99%

Only in TCAF

69 total
  • CENTERPOINT ENERGY INC3.03%
  • KEURIG DR PEPPER INC2.60%
  • NISOURCE INC2.42%
  • TAIWAN SEMICONDUCTOR-SP ADR2.18%
  • MICRON TECHNOLOGY INC2.06%
  • CENCORA INC2.00%
  • WATERS CORP1.79%
  • AMEREN CORPORATION1.69%
  • PPL CORP1.64%
  • DANAHER CORP1.59%

Only in XLG

33 total
  • Tesla, Inc.2.89%
  • Berkshire Hathaway Inc.2.34%
  • Exxon Mobil Corp.1.73%
  • Walmart Inc.1.56%
  • Johnson & Johnson1.49%
  • Costco Wholesale Corp.1.21%
  • Caterpillar Inc.1.11%
  • AbbVie Inc.1.00%
  • Cisco Systems, Inc.0.97%
  • Bank of America Corp.0.95%

Open TCAF or XLG 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.