TCAL vs GPIX

ATCAL

BGPIX

Measures won4–0TCAL wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income11.74%TCAL · $1,174 on $10k

Smallest drop−7.0%TCAL · worst fall in 1Y

Held in common8.2%TCAL and GPIX

TCAL

GPIX

T. Rowe Price Capital Appreciation Premium Income ETF · $328MGoldman Sachs S&P 500 Premium Income ETF · $6.5B

[…]3 years · per year[…] · $17,262+20.0%

[…]5 years · per year[…]

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

11.74%12-mo yield$1,174 · $865 on $10k8.65%

−7.0%Worst dropSmaller wins−7.7%

10.3%VolatilityLower wins11.9%

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%MRK0.6%

Held in common8.2%

End-of-day Nov 5, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ATCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.74%	−1.9%	+8.2%	+9.1%	new	new	−7.0%	$328M
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.65%	−4.1%	+8.9%	+10.9%	+20.0%	new	−7.7%	$6.5B

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ATCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.74%	−1.9%	+8.2%	+9.1%	new	new	−7.0%	$328M
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.65%	−4.1%	+8.9%	+10.9%	+20.0%	new	−7.7%	$6.5B

End-of-day Nov 5, 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

Yield11.74%8.65%

5 years, per year[…][…]

3 years, per year[…]+20.0%

Worst drop · 1Y−7.0%−7.7%

Volatility · 1Y10.3%11.9%

4–0measures won
TCAL first

8.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TCAL, GPIX, VIG

Today

40.6%most shared, GPIX and VIG

TCALGPIXVIG

TCAL—8.2%14.0%

GPIX8.2%—40.6%

VIG14.0%40.6%—

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

Income After Fees on $10,000

$1,140most kept, TCAL

TCAL$1,174 − $34 = $1,140

GPIX$865 − $35 = $830

VIG$149 − $4 = $145

KeptFee

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