TCAL vs GPIX

ATCAL

BGPIX

Measures won4–0TCAL wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income11.52%TCAL · $1,152 on $10k

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

Held in common8.1%TCAL and GPIX

TCAL

GPIX

T. Rowe Price Capital Appreciation Premium Income ETF · $328MGoldman Sachs S&P 500 Premium Income ETF · $6.4B

[…]3 years · per year[…] · $18,093+21.9%

[…]5 years · per year[…]

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

11.52%12-mo yield$1,152 · $829 on $10k8.29%

−7.0%Worst dropSmaller wins−7.7%

10.1%VolatilityLower wins11.2%

4–0TCAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAL · GPIX

0.9%PG0.6%

0.7%PM0.5%

1.1%CSCO0.5%

0.4%MRK0.5%

Held in common8.1%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ATCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.52%	+1.1%	+10.3%	+12.0%	new	new	−7.0%	$328M
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.29%	+1.5%	+13.6%	+14.6%	+21.9%	new	−7.7%	$6.4B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ATCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.52%	+1.1%	+10.3%	+12.0%	new	new	−7.0%	$328M
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.29%	+1.5%	+13.6%	+14.6%	+21.9%	new	−7.7%	$6.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAL vs GPIX

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureTCALGPIX

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield11.52%8.29%

5 years, per year[…][…]

3 years, per year[…]+21.9%

Worst drop · 1Y−7.0%−7.7%

Volatility · 1Y10.1%11.2%

4–0measures won
TCAL first

8.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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%

$42.1BAssets$46.1B

1–1level

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TCAL, GPIX, SCHD

Today

8.2%most shared, GPIX and SCHD

TCALGPIXSCHD

TCAL—8.1%4.1%

GPIX8.1%—8.2%

SCHD4.1%8.2%—

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

Income After Fees on $10,000

$1,118most kept, TCAL

TCAL$1,152 − $34 = $1,118

GPIX$829 − $35 = $794

SCHD$291 − $6 = $285

KeptFee

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