Compare · 3 funds side by side · dividends reinvested

TCAL, GPIX and SCHD

TCALT. Rowe Price×GPIXGoldman Sachs×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

TCAL, GPIX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

T. Rowe Price Capital Appreciation Premium Income ETFIncome · Premium income0.34%11.52%+10.3%+12.0%[…][…]−7.0%10.1%$328M2.0

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.29%+13.6%+14.6%+21.9%[…]−7.7%11.2%$6.4B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: TCAL 2025 · GPIX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price Capital Appreciation Premium Income ETF · $328M[…]

TCAL

GPIX

Goldman Sachs S&P 500 Premium Income ETF · $6.4B[…]

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

TCALMeasureGPIX

+10.3%Year to dateJan 1 → Nov 5+13.6%

+12.0%1 yearTotal return+14.6%

[…]3 years · per year$10,000 became […] · $18,093+21.9%

[…]5 years · per year[…]

0.34%Expense ratio$34 · $35 a year on $10k · lower is better0.35%

11.52%Trailing 12-mo yield$1,152 · $829 a year on $10k8.29%

−7.0%Worst dropSmaller is better−7.7%

10.1%VolatilityLower is calmer11.2%

TCALGPIX Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2TCAL wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAL vs GPIX: Top 5 Holdings

Today

TCAL

9.2%in top 5

GPIX

in top 528.8%

TCALStockGPIX

not top 5AAPL7.7%

not top 5NVDA7.4%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL3.4%

1.9%VLTOnot top 5

1.9%MA.BAnot top 5

1.8%ABTnot top 5

1.8%MSFT.NEnot top 5

1.7%GEHCnot top 5

Held in common8.2%

End-of-day Nov 5, 2026 · share of each fund

TCAL vs GPIX Returns, Every Period

T. Rowe PriceTCAL

+12.0%

past year

GPIXGoldman Sachs

+14.6%

past year

TCALGPIXFaded: behind in that period

0–2GPIX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

TCAL vs GPIX

YTD

T. Rowe PriceTCAL

+10.3%

GPIXGoldman Sachs

+13.6%

+10.3%Year to date+13.6%

−7.0%Worst drop · 1Y−7.7%

10.1%Volatility · 1Y11.2%

11.5%Yield8.3%

$328MAssets$6.4B

3–1TCAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAL, GPIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

TCAL0.34%$34

GPIX0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TCAL, GPIX, SCHD

11.52%highest, TCAL

FundTrailing yieldYield$10k

TCAL11.52%$1,152

GPIX8.29%$829

SCHD2.91%$291

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,118most kept, TCAL

TCAL$1,152 − $34 = $1,118

GPIX$829 − $35 = $794

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TCAL, GPIX, SCHD

Today

8.2%most shared, GPIX and SCHD

TCALGPIXSCHD

TCAL—8.2%4.2%

GPIX8.2%—8.2%

SCHD4.2%8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

TCALWorst drop−7.0%10.1% vol

GPIXWorst drop−7.7%11.2% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

TCALSCHD

+10.3%Year to date+35.3%

11.5%Yield2.9%

+12.0%Past year+41.6%

0.34%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026