TCAL vs VYM

ATCAL

BVYM

Measures won2–2level · 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 common12.3%TCAL and VYM

TCAL

VYM

T. Rowe Price Capital Appreciation Premium Income ETF · $321MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

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

11.73%12-mo yield$1,173 · $231 on $10k2.31%

−7.0%Worst dropSmaller wins−6.7%

10.3%VolatilityLower wins10.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsTCAL · VYM

1.0%CSCO1.8%

1.0%LIN0.9%

0.9%PG1.4%

1.8%ABT0.7%

Held in common12.3%

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
1	BVYM	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

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
1	BVYM	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

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 VYM

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureTCALVYM

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield11.73%2.31%

5 years, per year[…]+11.1%

3 years, per year[…]+19.6%

Worst drop · 1Y−7.0%−6.7%

Volatility · 1Y10.3%10.6%

2–2measures won
level

12.3%

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, VYM

Today

12.3%most shared, TCAL and VYM

TCALVYM

TCAL—12.3%

VYM12.3%—

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

VYM$231 − $4 = $227

KeptFee

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