TCAL vs SCHD

ATCAL

BSCHD

Measures won2–2level · 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 common4.1%TCAL and SCHD

TCAL

SCHD

T. Rowe Price Capital Appreciation Premium Income ETF · $321MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.34%Expense ratio$34 · $6 on $10k · lower wins0.06%

11.52%12-mo yield$1,152 · $291 on $10k2.91%

−7.0%Worst dropSmaller wins−6.9%

10.1%VolatilityLower wins11.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsTCAL · SCHD

1.8%ABT3.9%

0.9%PG4.3%

0.6%ADP2.8%

0.5%BMY3.0%

Held in common4.1%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
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%	$321M

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
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%	$321M

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 SCHD

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureTCALSCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield11.52%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−7.0%−6.9%

Volatility · 1Y10.1%11.5%

2–2measures won
level

4.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TCAL, SCHD

Today

4.1%most shared, TCAL and SCHD

TCALSCHD

TCAL—4.1%

SCHD4.1%—

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

SCHD$291 − $6 = $285

KeptFee

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