Compare · 2 funds side by side · dividends reinvested

TCAL and JEPI

TCALT. Rowe Price×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

TCAL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Price Capital Appreciation Premium Income ETFIncome · Premium income0.34%11.52%+10.3%+12.0%[…][…]−7.0%10.1%$321M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: TCAL 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price Capital Appreciation Premium Income ETF · $321M[…]

TCAL

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 10.8% in common

TCALMeasureJEPI

+10.3%Year to dateJan 1 → Nov 4+8.8%

+12.0%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

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

11.52%Trailing 12-mo yield$1,152 · $783 a year on $10k7.83%

−7.0%Worst dropSmaller is better−6.7%

10.1%VolatilityLower is calmer8.1%

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

4–2TCAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAL vs JEPI: Top 5 Holdings

Today

TCAL

8.9%in top 5

JEPI

in top 59.5%

TCALStockJEPI

not top 5MA2.0%

1.9%VLTOnot top 5

not top 5MSFT1.9%

not top 5V1.9%

1.9%MA.BAnot top 5

not top 5AAPL1.9%

not top 5NEE1.8%

1.8%ABTnot top 5

1.7%MSFT.NEnot top 5

1.6%GEHCnot top 5

Held in common10.8%

End-of-day Nov 4, 2026 · share of each fund

TCAL vs JEPI Returns, Every Period

T. Rowe PriceTCAL

+12.0%

past year

JEPIJ.P. Morgan

+11.9%

past year

TCALJEPIFaded: behind in that period

2–0TCAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TCAL vs JEPI

YTD

T. Rowe PriceTCAL

+10.3%

JEPIJ.P. Morgan

+8.8%

+10.3%Year to date+8.8%

−7.0%Worst drop · 1Y−6.7%

10.1%Volatility · 1Y8.1%

11.5%Yield7.8%

$321MAssets$46.0B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAL, JEPI

Today

0.34%lowest, TCAL

FundExpense ratioFee$10k

TCAL0.34%$34

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TCAL, JEPI

11.52%highest, TCAL

FundTrailing yieldYield$10k

TCAL11.52%$1,152

JEPI7.83%$783

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,118most kept, TCAL

TCAL$1,152 − $34 = $1,118

JEPI$783 − $35 = $748

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TCAL, JEPI

Today

10.8%most shared, TCAL and JEPI

TCALJEPI

TCAL—10.8%

JEPI10.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.0%TCAL, at 10.1% volatility

JEPIWorst drop−6.7%8.1% vol

TCALWorst drop−7.0%10.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TCALJEPI

+10.3%Year to date+8.8%

11.5%Yield7.8%

+12.0%Past year+11.9%

0.34%Fee0.35%

4–0TCAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026