Compare TCAL and JEPQ

TCAL and JEPQ, 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%$321M1.2

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.7

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

TCAL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

TCALMeasureJEPQ

+10.3%Year to dateJan 1 → Nov 4+8.5%

+12.0%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]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 · $1,217 a year on $10k12.17%

−7.0%Worst dropSmaller is better−8.8%

10.1%VolatilityLower is calmer15.5%

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

5–1TCAL 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 JEPQ: Top 5 Holdings

Today

TCAL

8.9%in top 5

JEPQ

in top 527.9%

TCALStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

1.9%VLTOnot top 5

1.9%MA.BAnot top 5

1.8%ABTnot top 5

1.7%MSFT.NEnot top 5

1.6%GEHCnot top 5

Held in common4.4%

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

TCAL vs JEPQ Returns, Every Period

1Y

T. Rowe PriceTCAL

+12.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

TCALJEPQFaded: behind in that period

2–0TCAL wins

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

TCAL vs JEPQ

YTD

T. Rowe PriceTCAL

+10.3%

JEPQJ.P. Morgan

+8.5%

+10.3%Year to date+8.5%

−7.0%Worst drop · 1Y−8.8%

10.1%Volatility · 1Y15.5%

11.5%Yield12.2%

$321MAssets$41.8B

3–1TCAL wins

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

Cost, Income and Risk

Fees: TCAL, JEPQ

Today

0.34%lowest, TCAL

FundExpense ratioFee$10k

TCAL0.34%$34

JEPQ0.35%$35

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

Yields: TCAL, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

TCAL11.52%$1,152

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

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

TCAL$1,152 − $34 = $1,118

KeptFee

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

Overlap: TCAL, JEPQ

Today

4.4%most shared, TCAL and JEPQ

TCALJEPQ

TCAL—4.4%

JEPQ4.4%—

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

Return vs Bumpiness: 2 ETFs

1Y

+12.0%TCAL, at 10.1% volatility

TCALWorst drop−7.0%10.1% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQTCAL

+8.5%Year to date+10.3%

12.2%Yield11.5%

+9.3%Past year+12.0%

0.35%Fee0.34%

3–1TCAL 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