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TCAL vs XRMI

T. Rowe Price Capital Appreciation Premium Income ETF vs Global X S&P 500 Risk Managed Income ETF

TCAL

T. Rowe Price Capital Appreciation Premium Income ETF

Annual cost

0.34%

Fund size

$270M

XRMI

Global X S&P 500 Risk Managed Income ETF

Annual cost

0.60%

Fund size

$50M

Key differences

Both TCAL and XRMI are alternative ETFs. TCAL charges 0.34% a year and XRMI 0.60%. The main difference: TCAL costs 0.26% less per year.

  • TCAL costs 0.26% less per year.
  • TCAL is much larger than XRMI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TCALXRMI
Annual cost (TER)0.34%0.60%
Fund size (AUM)$270M$50M
Since20252021
Dividend yield11.86%12.62%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+0.5%+9.2%
CAGR 3YN/A+6.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.49
Volatility 1Y9.44%5.53%
Max drawdown-7.25%-15.36%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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