TCAL vs VOO

ATCAL

BVOO

Measures won3–1TCAL wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

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

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

Held in common8.0%TCAL and VOO

TCAL

VOO

T. Rowe Price Capital Appreciation Premium Income ETF · $328MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

11.74%12-mo yield$1,174 · $110 on $10k1.10%

−7.0%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.5%

3–1TCAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAL · VOO

1.1%CSCO0.6%

0.9%PG0.5%

0.7%PM0.5%

0.4%MRK0.5%

Held in common8.0%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	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

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	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

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 VOO

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

VOO

Vanguard S&P 500

$17,156

MeasureTCALVOO

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield11.74%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y10.3%13.5%

3–1measures won
TCAL first

8.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

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, VOO, IVV

Today

93.5%most shared, VOO and IVV

TCALVOOIVV

TCAL—8.0%8.9%

VOO8.0%—93.5%

IVV8.9%93.5%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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