TCAL vs VIG

ATCAL

BVIG

Measures won3–1TCAL wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

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

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

Held in common14.0%TCAL and VIG

TCAL

VIG

T. Rowe Price Capital Appreciation Premium Income ETF · $328MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.34%Expense ratio$34 · $4 on $10k · lower wins0.04%

11.52%12-mo yield$1,152 · $144 on $10k1.44%

−7.0%Worst dropSmaller wins−7.9%

10.1%VolatilityLower wins10.2%

3–1TCAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAL · VIG

1.1%CSCO1.9%

0.9%LIN1.0%

0.9%PG1.5%

1.8%ABT0.8%

Held in common14.0%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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

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 VIG

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureTCALVIG

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield11.52%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−7.0%−7.9%

Volatility · 1Y10.1%10.2%

3–1measures won
TCAL first

14.0%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: TCAL, VIG

Today

14.0%most shared, TCAL and VIG

TCALVIG

TCAL—14.0%

VIG14.0%—

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

VIG$144 − $4 = $140

KeptFee

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