TCAL vs GPIQ

ATCAL

BGPIQ

Measures won4–0TCAL wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income11.73%TCAL · $1,173 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.7%TCAL and GPIQ

TCAL

GPIQ

T. Rowe Price Capital Appreciation Premium Income ETF · $328MGoldman Sachs Nasdaq-100 Premium Income ETF · $6.4B

[…]3 years · per year[…] · $17,507+20.5%

[…]5 years · per year[…]

0.34%Expense ratio$34 · $35 on $10k · lower wins0.35%

11.73%12-mo yield$1,173 · $1,124 on $10k11.24%

−7.0%Worst dropSmaller wins−13.0%

10.3%VolatilityLower wins18.8%

4–0TCAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAL · GPIQ

1.0%CSCO1.7%

0.6%ADP0.7%

0.5%MDLZ0.5%

0.9%CTAS0.4%

Held in common4.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ATCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.73%	+0.1%	+8.3%	+9.6%	new	new	−7.0%	$328M
3	BGPIQ	Goldman Sachs Nasdaq-100 Premium Income ETFRead Desk	0.35%	11.24%	+1.3%	+6.8%	+6.8%	+20.5%	new	−13.0%	$6.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ATCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.73%	+0.1%	+8.3%	+9.6%	new	new	−7.0%	$328M
3	BGPIQ	Goldman Sachs Nasdaq-100 Premium Income ETFRead Desk	0.35%	11.24%	+1.3%	+6.8%	+6.8%	+20.5%	new	−13.0%	$6.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAL vs GPIQ

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

GPIQ

Goldman Sachs Nasdaq-100 Premium Income

[…]

MeasureTCALGPIQ

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield11.73%11.24%

5 years, per year[…][…]

3 years, per year[…]+20.5%

Worst drop · 1Y−7.0%−13.0%

Volatility · 1Y10.3%18.8%

4–0measures won
TCAL first

4.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TCAL, GPIQ, SCHD

Today

6.0%most shared, GPIQ and SCHD

TCALGPIQSCHD

TCAL—4.7%4.3%

GPIQ4.7%—6.0%

SCHD4.3%6.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,139most kept, TCAL

TCAL$1,173 − $34 = $1,139

GPIQ$1,124 − $35 = $1,089

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee