Compare BALI and GPIX

BALI and GPIX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Large Cap Premium Income Active ETFIncome · Premium income0.35%7.78%+15.4%+16.6%+21.8%[…]−6.7%10.6%$1.5B1.3

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.29%+13.6%+14.6%+21.9%[…]−7.7%11.2%$6.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BALI 2023 · GPIX 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Large Cap Premium Income Active ETF · $1.5B[…]

BALI

GPIX

Goldman Sachs S&P 500 Premium Income ETF · $6.3B[…]

$10,000 five years ago, dividends reinvested · they hold 56.6% in common

BALIMeasureGPIX

+15.4%Year to dateJan 1 → Nov 4+13.6%

+16.6%1 yearTotal return+14.6%

+21.8%3 years · per year$10,000 became $18,068 · $18,093+21.9%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

7.78%Trailing 12-mo yield$778 · $829 a year on $10k8.29%

−6.7%Worst dropSmaller is better−7.7%

10.6%VolatilityLower is calmer11.2%

BALIGPIX Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2BALI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BALI vs GPIX: Top 5 Holdings

Today

BALI

24.0%in top 5

GPIX

in top 528.3%

BALIStockGPIX

7.0%NVDA7.8%

6.2%AAPL7.4%

5.5%MSFT6.0%

3.3%AMZN3.8%

not top 5GOOGL3.4%

2.1%AVGOnot top 5

Held in common56.6%

End-of-day Nov 4, 2026 · share of each fund

BALI vs GPIX Returns, Every Period

1Y

iSharesBALI

+16.6%

past year

GPIXGoldman Sachs

+14.6%

past year

BALIGPIXFaded: behind in that period

2–1BALI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BALI vs GPIX

YTD

iSharesBALI

+15.4%

GPIXGoldman Sachs

+13.6%

+15.4%Year to date+13.6%

−6.7%Worst drop · 1Y−7.7%

10.6%Volatility · 1Y11.2%

7.8%Yield8.3%

$1.5BAssets$6.3B

3–1BALI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALI, GPIX

Today

0.35%lowest, BALI

FundExpense ratioFee$10k

BALI0.35%$35

GPIX0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BALI, GPIX

1Y

8.29%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.29%$829

BALI7.78%$778

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$794most kept, GPIX

GPIX$829 − $35 = $794

BALI$778 − $35 = $743

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BALI, GPIX

Today

56.6%most shared, BALI and GPIX

BALIGPIX

BALI—56.6%

GPIX56.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.6%BALI, at 10.6% volatility

BALIWorst drop−6.7%10.6% vol

GPIXWorst drop−7.7%11.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXBALI

+13.6%Year to date+15.4%

8.3%Yield7.8%

+14.6%Past year+16.6%

0.35%Fee0.35%

2–1BALI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026