TCAL vs GPIX

ATCAL

BGPIX

Measures won4–0TCAL wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

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

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common8.4%TCAL and GPIX

TCAL

GPIX

T. Rowe Price Capital Appreciation Premium Income ETF · $321MGoldman Sachs S&P 500 Premium Income ETF · $6.3B

[…]3 years · per year[…] · $17,136+19.7%

[…]5 years · per year[…]

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

11.73%12-mo yield$1,173 · $862 on $10k8.62%

−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%PG0.7%

0.6%PM0.5%

1.0%CSCO0.5%

0.4%MRK0.6%

Held in common8.4%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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%	$321M
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.62%	+0.3%	+9.3%	+10.9%	+19.7%	new	−7.7%	$6.3B

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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%	$321M
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.62%	+0.3%	+9.3%	+10.9%	+19.7%	new	−7.7%	$6.3B

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 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

Yield11.73%8.62%

5 years, per year[…][…]

3 years, per year[…]+19.7%

Worst drop · 1Y−7.0%−7.7%

Volatility · 1Y10.3%11.9%

4–0measures won
TCAL first

8.4%

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, GPIX, VYM

Today

33.1%most shared, GPIX and VYM

TCALGPIXVYM

TCAL—8.4%12.3%

GPIX8.4%—33.1%

VYM12.3%33.1%—

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

GPIX$862 − $35 = $827

VYM$231 − $4 = $227

KeptFee

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