ETF comparison

TCAF vs XLG

Both US Large Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
45.8 %

18 positions appear in both funds. Buying equal dollars of TCAF and XLG would leave roughly 45.8% of each dollar exposed to the same underlying securities.

TCAF only 53.0% Shared 45.8% XLG only 53.8%
In TCAF only
73 positions
Shared
18 positions
In XLG only
34 positions

Side by side

TCAF

T. Rowe Price Capital Appreciation Equity ETF

T. Rowe Price · US Large Cap

77 composite / 100
Expense ratio
0.31%
Net assets
$7.40B
TTM yield
0.46%
Top-10 conc.
44.9%
XLG

Invesco S&P 500 Top 50 ETF

Invesco · US Large Cap

78 composite / 100
Expense ratio
0.20%
Net assets
$10.25B
TTM yield
0.64%
Top-10 conc.
63.3%

Sub-score comparison

69
Cost
80
90
Tax efficiency
89
94
Liquidity
100
50
Concentration
24
Tracking quality
TCAF sub-score XLG

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with TCAF vs XLG.

Top shared holdings

18 shared in total
# Holding In TCAF In XLG Overlap
1 MICROSOFT CORP 7.12% 8.14% 7.12%
2 AMAZON.COM INC 6.40% 6.96% 6.40%
3 APPLE INC 5.95% 10.71% 5.95%
4 NVIDIA CORP 5.34% 13.04% 5.34%
5 ALPHABET INC CL A 4.05% 6.03% 4.05%
6 META PLATFORMS INC-CLASS A 3.93% 3.60% 3.60%
7 BROADCOM INC 3.08% 4.83% 3.08%
8 J.P. MORGAN CHASE & CO. 1.67% 2.27% 1.67%
9 ADVANCED MICRO DEVICES 2.22% 1.55% 1.55%
10 ELI LILLY & CO 1.44% 1.99% 1.44%
11 VISA INC-CLASS A SHARES 1.43% 1.49% 1.43%
12 MASTERCARD INC - A 1.43% 1.10% 1.10%

Only in TCAF

73 total
  • CENTERPOINT ENERGY INC 3.43%
  • NISOURCE INC 3.19%
  • KEURIG DR PEPPER INC 2.42%
  • PTC INC 2.20%
  • CENCORA INC 2.13%
  • BECTON DICKINSON AND CO 2.02%
  • WATERS CORP 1.64%
  • YUM BRANDS INC 1.63%
  • AMEREN CORPORATION 1.51%
  • TAIWAN SEMICONDUCTOR-SP ADR 1.42%

Only in XLG

34 total
  • Tesla, Inc. 2.89%
  • Berkshire Hathaway Inc. 2.34%
  • Exxon Mobil Corp. 1.73%
  • Walmart Inc. 1.56%
  • Johnson & Johnson 1.49%
  • Costco Wholesale Corp. 1.21%
  • Caterpillar Inc. 1.11%
  • Netflix, Inc. 1.06%
  • AbbVie Inc. 1.00%
  • Cisco Systems, Inc. 0.97%

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 methodology and 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.