TCAL vs JEPQ

ATCAL

BJEPQ

Measures won3–1TCAL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.34%TCAL · $34 on $10k

Most income12.79%JEPQ · $1,279 on $10k

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

Held in common4.5%TCAL and JEPQ

TCAL

JEPQ

T. Rowe Price Capital Appreciation Premium Income ETF · $328MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $16,202+17.4%

[…]5 years · per year[…]

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

11.73%12-mo yield$1,173 · $1,279 on $10k12.79%

−7.0%Worst dropSmaller wins−11.5%

10.3%VolatilityLower wins16.7%

3–1TCAL wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTCAL · JEPQ

1.0%CSCO1.2%

1.0%LIN0.8%

0.6%CSX0.7%

0.5%MDLZ0.5%

Held in common4.5%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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 JEPQ

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureTCALJEPQ

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield11.73%12.79%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−7.0%−11.5%

Volatility · 1Y10.3%16.7%

3–1measures won
TCAL first

4.5%

holdings shared

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

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

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

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, JEPQ

Today

4.5%most shared, TCAL and JEPQ

TCALJEPQ

TCAL—4.5%

JEPQ4.5%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

TCAL$1,173 − $34 = $1,139

KeptFee

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