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Save view, at the bottom, keeps this one here Return1D1M3MYTD1Y3Y5YMAX
Total return+0.1%+5.4%+4.3%+10.2%+10.9%——+11.9%
Peer average−0.6%−5.1%−1.2%+7.0%+8.7%+43.7%+22.1%—
S&P 500 · VOO−0.3%−3.6%−2.7%+10.9%+13.1%+79.3%+74.2%+811.1%
T. Rowe Price TCAL and Vanguard VOO · total return, dividends in · as of Nov 10, 2026
HealthcareIndustrialsFinancial ServicesTechnologyUtilitiesOther
T. Rowe Price TCAL · 70 holdings · top 22 shown · tile size = share of the fund · as of Nov 10, 2026
+11.3%
+11.3%
$6.3B
Goldman Sachs Nasdaq-100 Premium Income
+9.7%
+9.7%
$6.2B
FT Vest Rising Dividend Achievers Target Income
+15.0%
+15.0%
$3.8B
U.S. Large Cap Premium Income Active
+12.8%
+12.8%
$1.5B
FT Vest SMID Rising Dividend Achievers Target Income
+14.0%
+14.0%
$892M
JPMorgan Equity Premium Yield
new
new
$879M
JPMorgan Nasdaq Equity Premium Yield
new
new
$766M
Parametric Equity Premium Income
+19.1%
+19.1%
$551M
WisdomTree Equity Premium Income
+6.0%
+6.0%
$547M
Kensington Hedged Premium Income
+8.0%
+8.0%
$453M
T. Rowe Price Capital Appreciation Premium Income
+10.2%
+10.2%
$321M
KBW Premium Yield Equity REIT
+16.8%
+16.8%
$286M
YieldMax Gold Miners Option Income Strategy
−6.9%
−6.9%
$274M
YieldMax MRNA Option Income Strategy
+524.8%
+524.8%
$261M
Premium Income · current AUM · as of Nov 10, 2026
−0.3%
+11.3%
+13.9%
$6.3B
Goldman Sachs Nasdaq-100 Premium Income ETF
−0.5%
+9.7%
+11.6%
$6.2B
FT Vest Rising Dividend Achievers Target Income ETF
0.0%
+15.0%
+19.3%
$3.8B
T. Rowe Price Capital Appreciation Premium Income ETF
+0.1%
+10.2%
+10.9%
$321M
#20 of 75 this year · #3 cheapest of 92 · sorted by assets
TCAL and its peer group · total return · as of Nov 11, 2026
ABT
Abbott Laboratories
1.75%
6GEHCGe Healthcare Technology 011.68% 8ANETArista Networks 00011.54% 9DTEDte Energy Company1.52% T. Rowe Price TCAL · weight in the fund · as of Nov 10, 2026
T. Rowe Price TCAL · 70 holdings · top 22 shown · tile size = share of the fund · as of Nov 10, 2026
TCAL wins
+3.6 pts
JEPI and TCAL · year-to-date · as of Nov 10, 2026 · AUM not scored
TCALAvsBPeer average
1D+0.1%−0.6%
1M+5.4%−5.1%
3M+4.3%−1.2%
YTD+10.2%+7.0%
1Y+10.9%+8.7%
3Y[…]+43.7%
5Y[…]+22.1%
5–0TCAL wins
91 Premium income peers · each row scaled to its leader
DTE1.5%
DTE1.5%
HealthcareIndustrialsFinancial ServicesTechnologyUtilitiesOther