Compare · 3 funds side by side · dividends reinvested

TCAL, JEPI and VOO

TCALT. Rowe Price×JEPIJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

TCAL, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

T. Rowe Price Capital Appreciation Premium Income ETFIncome · Premium income0.34%11.74%+8.2%+9.1%[…][…]−7.0%10.3%$328M1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.1

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 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

TCAL

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

TCALMeasureJEPI

+8.2%Year to dateJan 1 → Nov 5+5.2%

+9.1%1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

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

11.74%Trailing 12-mo yield$1,174 · $809 a year on $10k8.09%

−7.0%Worst dropSmaller is better−6.7%

10.3%VolatilityLower is calmer8.8%

TCALJEPI 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 JEPI: Top 5 Holdings

Today

TCAL

9.2%in top 5

JEPI

in top 59.9%

TCALStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

1.9%VLTOnot top 5

1.9%MA.BAnot top 5

not top 5V1.9%

1.8%ABTnot top 5

1.8%MSFT.NEnot top 5

1.7%GEHCnot top 5

Held in common11.0%

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

TCAL vs JEPI Returns, Every Period

T. Rowe PriceTCAL

+9.1%

past year

JEPIJ.P. Morgan

+8.3%

past year

TCALJEPIFaded: behind in that period

2–0TCAL wins

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

TCAL vs JEPI

YTD

T. Rowe PriceTCAL

+8.2%

JEPIJ.P. Morgan

+5.2%

+8.2%Year to date+5.2%

−7.0%Worst drop · 1Y−6.7%

10.3%Volatility · 1Y8.8%

11.7%Yield8.1%

$328MAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: TCAL, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

TCAL0.34%$34

JEPI0.35%$35

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

Yields: TCAL, JEPI, VOO

11.74%highest, TCAL

FundTrailing yieldYield$10k

TCAL11.74%$1,174

JEPI8.09%$809

VOO1.10%$110

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

JEPI$809 − $35 = $774

VOO$110 − $3 = $107

KeptFee

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

Overlap: TCAL, JEPI, VOO

Today

38.0%most shared, JEPI and VOO

TCALJEPIVOO

TCAL—11.0%8.0%

JEPI11.0%—38.0%

VOO8.0%38.0%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

JEPIWorst drop−6.7%8.8% vol

TCALWorst drop−7.0%10.3% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

TCALVOO

+8.2%Year to date+8.4%

11.7%Yield1.1%

+9.1%Past year+9.8%

0.34%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026