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%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

T. Rowe Price Capital Appreciation Premium Income ETFIncome · Premium income0.34%11.74%+8.2%+9.1%[…][…]−7.0%10.3%$328M2.0

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.65%+8.9%+10.9%+20.0%[…]−7.7%11.9%$6.4B2.4

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

+8.2%Year to dateJan 1 → Nov 5+8.9%

+9.1%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $17,262+20.0%

[…]5 years · per year[…]

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

11.74%Trailing 12-mo yield$1,174 · $865 a year on $10k8.65%

−7.0%Worst dropSmaller is better−7.7%

10.3%VolatilityLower is calmer11.9%

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

+9.1%

past year

GPIXGoldman Sachs

+10.9%

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

+8.2%

GPIXGoldman Sachs

+8.9%

+8.2%Year to date+8.9%

−7.0%Worst drop · 1Y−7.7%

10.3%Volatility · 1Y11.9%

11.7%Yield8.6%

$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

11.74%highest, TCAL

FundTrailing yieldYield$10k

TCAL11.74%$1,174

GPIX8.65%$865

SCHD2.98%$298

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

Income After Fees on $10,000

$1,140most kept, TCAL

TCAL$1,174 − $34 = $1,140

GPIX$865 − $35 = $830

SCHD$298 − $6 = $292

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

+38.7%SCHD, at 11.7% volatility

TCALWorst drop−7.0%10.3% vol

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%11.9% vol

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

Paid More vs Made More

YTD

TCALSCHD

+8.2%Year to date+32.3%

11.7%Yield3.0%

+9.1%Past year+38.7%

0.34%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026