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Cheapest · 20 of 583Lowest fee
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Save view, at the bottom, keeps this one here JEPI and TCAL · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.3%+5.2%+4.0%+10.4%+9.5%——+12.1%
Peer average−1.3%−3.3%−1.9%+6.5%+6.6%+43.1%+22.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
T. Rowe Price TCAL and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
HealthcareIndustrialsFinancial ServicesTechnologyUtilitiesOther
T. Rowe Price TCAL · 70 holdings · top 22 shown · tile size = share of the fund · as of Nov 11, 2026
+12.3%
+12.3%
$6.5B
Goldman Sachs Nasdaq-100 Premium Income
+11.7%
+11.7%
$6.4B
FT Vest Rising Dividend Achievers Target Income
+15.3%
+15.3%
$3.9B
U.S. Large Cap Premium Income Active
+13.8%
+13.8%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+13.7%
+13.7%
$913M
JPMorgan Equity Premium Yield
new
new
$900M
JPMorgan Nasdaq Equity Premium Yield
new
new
$788M
Parametric Equity Premium Income
+17.7%
+17.7%
$569M
WisdomTree Equity Premium Income
+7.2%
+7.2%
$547M
Kensington Hedged Premium Income
+8.6%
+8.6%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.4%
+10.4%
$329M
KBW Premium Yield Equity REIT
+14.5%
+14.5%
$289M
YieldMax Gold Miners Option Income Strategy
−11.9%
−11.9%
$271M
YieldMax MRNA Option Income Strategy
+477.6%
+477.6%
$260M
Premium Income · current AUM · as of Nov 12, 2026
−0.3%
+12.3%
+13.1%
$6.5B
Goldman Sachs Nasdaq-100 Premium Income ETF
−0.3%
+11.7%
+11.8%
$6.4B
FT Vest Rising Dividend Achievers Target Income ETF
−0.7%
+15.3%
+18.5%
$3.9B
T. Rowe Price Capital Appreciation Premium Income ETF
−0.3%
+10.4%
+9.5%
$329M
#22 of 75 this year · #3 cheapest of 92 · sorted by assets
TCAL and its peer group · total return · as of Nov 12, 2026
MSFT.NE
Microsoft 00000625
1.72%
6GEHCGe Healthcare Technology 011.67% 8DTEDte Energy Company1.53% 9ANETArista Networks 00011.53% T. Rowe Price TCAL · weight in the fund · as of Nov 11, 2026
T. Rowe Price TCAL · 70 holdings · top 22 shown · tile size = share of the fund · as of Nov 11, 2026
TCAL wins
+3.6 pts
JEPI and TCAL · year-to-date · as of Nov 12, 2026 · AUM not scored
TCALAvsBPeer average
1D−0.3%−1.3%
1M+5.2%−3.3%
3M+4.0%−1.9%
YTD+10.4%+6.5%
1Y+9.5%+6.6%
3Y[…]+43.1%
5Y[…]+22.0%
5–0TCAL wins
91 Premium income peers · each row scaled to its leader
DTE1.5%
DTE1.5%
HealthcareIndustrialsFinancial ServicesTechnologyUtilitiesOther