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Data as of .

SPYI vs TCAL: which paid, and which earned it?

Over the year SPYI paid 13.1% of its price in cash against TCAL’s 11.4%, and returned more with it reinvested.

NEOS S&P 500(R) High Income ETF and T. Rowe Price Capital Appreciation Premium Income ETF.

13.1%SPYI cash paid, 1 year
11.4%TCAL cash paid, 1 year
+15.3%SPYI total return, 1 year
+3.0%TCAL total return, 1 year

ETFIQ Return Stability Score: SPYI scores higher

Was the payout funded by returns, or by your own capital?

SPYI 62.5TCAL 21.93.8, the lowest in this set96.8, the highest

A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed

SPYI1.2 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%SPYI+15.3%13.1% of it arrived as cash1.2 pts behind SPYTotal return, distributions reinvestedSPY+16.6%SPYI+15.3%13.1% as cash1.2 pts behind SPY
TCAL13.5 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%TCAL+3.0%11.4% as cash13.5 pts behind SPYTotal return, distributions reinvestedSPY+16.6%TCAL+3.0%13.5 pts behind SPY

What they hold in common

By the books each fund has filed, SPYI and TCAL hold 18% of their money in the same securities at the same weight.

Positions SPYI and TCAL both hold, largest shared weight first
HoldingSPYITCAL
Amazon.com Inc3.82%1.53%
Microsoft Corp5.62%1.50%
Broadcom Inc2.59%0.95%
Johnson & Johnson0.99%0.86%
Walmart Inc0.72%0.77%
Cisco Systems Inc0.67%1.14%
JPMORGAN CHASE & CO.1.43%0.66%
Costco Wholesale Corp0.61%1.20%
Coca-Cola Co/The0.53%0.90%
Procter & Gamble Co/The0.52%0.96%
UnitedHealth Group Inc0.53%0.50%
Netflix Inc0.47%0.95%
Only in each
Only in SPYIOnly in TCAL
NVIDIA Corp 8.28%WASTE CONNECTIONS INC 1.80%
Apple Inc 7.52%VISA INC-CLASS A SHARES 1.69%
Alphabet Inc 3.12%MASTERCARD INC - A 1.50%
Alphabet Inc 2.50%SERVICE CORP INTERNATIONAL 1.43%
Meta Platforms Inc 2.22%DTE ENERGY COMPANY 1.39%
Micron Technology Inc 1.74%US FOODS HOLDING CORP 1.20%
Tesla Inc 1.58%AON PLC-CLASS A 1.16%
Berkshire Hathaway Inc 1.43%EXXON MOBIL CORP 1.16%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 21, 2026.

Performance, window by window

SPYI and TCAL over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
SPYITCALSPYITCALSPYITCAL
3 months+3.1%+4.2%3.0%3.5%+0.9 pts+1.9 pts
6 months+14.4%+5.3%6.5%6.3%−3.6 pts−12.7 pts
1 year+15.3%+3.0%13.1%11.4%−1.2 pts−13.5 pts
3 years+57.2%not published38.6%not published−21.2 ptsnot published
Since launch+77.1%+3.9%50.3%15.2%−25.3 pts−32.7 pts
Open the live comparison on ETFIQ
SPYI and TCAL on the same fields, as of Sep 18, 2026. Source: ETFIQ.
SPYI
NEOS S&P 500(R) High Income ETF
Option income on SPY, paying monthly
TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
Covered call on SPY, paying monthly
IssuerNEOST. Rowe Price
Strategyoption incomecovered call
BenchmarkS&P 500 (SPY)S&P 500 (SPY), used as a default proxy
Paysmonthlymonthly
Payout rate, annualized12.1%9.4%
Expense ratio0.68%0.34%
Cash paid, 1 year13.1%11.4%
Price change, 1 year+1.2%−8.6%
Total return, 1 year+15.3%+3.0%
Benchmark return, 1 year+16.6%+16.6%
Ahead or behind−1.2 pts−13.5 pts
Return of capital, latest estimate93%not published
Age1480 days540 days
Net assets$12.2bn$276m

SPYI in plain words

Over the year to Sep 18, 2026, SPYI paid 13.1% of its starting value in cash distributions while its price rose 1.2%. With every distribution reinvested, the fund returned +15.3%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was behind by 1.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 12.1%, paid monthly. NEOS estimates that 93% of the distribution paid Jun 18, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

TCAL in plain words

Over the year to Sep 18, 2026, TCAL paid 11.4% of its starting value in cash distributions while its price fell 8.6%. With every distribution reinvested, the fund returned +3.0%. S&P 500 (SPY), used as a default proxy returned +16.6% over the same days, so a holder was behind by 13.5 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 9.4%, paid monthly.

Questions people ask

Which paid more, SPYI or TCAL?
Over the year to Sep 18, 2026, SPYI paid 13.1% of its starting price in cash and TCAL paid 11.4%, so SPYI paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, SPYI or TCAL?
With every distribution reinvested, SPYI returned +15.3% and TCAL returned +3.0% over the year to Sep 18, 2026, so SPYI returned more.
Which is cheaper, SPYI or TCAL?
SPYI charges 0.68% a year and TCAL charges 0.34%, so TCAL is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SPYI against TCAL, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SPYI against TCAL, data as of Sep 18, 2026. https://etfiq.com/compare/income/spyi-vs-tcal Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources