Compare · 3 funds side by side · dividends reinvested

BALI, GPIX and SCHD

BALIiShares×GPIXGoldman Sachs×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

BALI, GPIX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

iShares U.S. Large Cap Premium Income Active ETFIncome · Premium income0.35%8.10%+10.8%+12.7%+19.6%[…]−6.7%11.4%$1.5B1.9

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.62%+9.3%+10.9%+19.7%[…]−7.7%11.9%$6.3B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BALI 2023 · GPIX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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 56.2% in common

BALIMeasureGPIX

+10.8%Year to dateJan 1 → Nov 6+9.3%

+12.7%1 yearTotal return+10.9%

+19.6%3 years · per year$10,000 became $17,088 · $17,136+19.7%

[…]5 years · per year[…]

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

8.10%Trailing 12-mo yield$810 · $862 a year on $10k8.62%

−6.7%Worst dropSmaller is better−7.7%

11.4%VolatilityLower is calmer11.9%

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

4–2BALI wins

End-of-day Nov 6, 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

24.3%in top 5

GPIX

in top 528.8%

BALIStockGPIX

6.6%AAPL7.9%

6.3%NVDA7.0%

5.8%MSFT6.3%

3.5%AMZN4.0%

2.2%GOOGL3.5%

Held in common56.2%

End-of-day Nov 6, 2026 · share of each fund

BALI vs GPIX Returns, Every Period

iSharesBALI

+12.7%

past year

GPIXGoldman Sachs

+10.9%

past year

BALIGPIXFaded: behind in that period

2–1BALI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BALI vs GPIX

YTD

iSharesBALI

+10.8%

GPIXGoldman Sachs

+9.3%

+10.8%Year to date+9.3%

−6.7%Worst drop · 1Y−7.7%

11.4%Volatility · 1Y11.9%

8.1%Yield8.6%

$1.5BAssets$6.3B

3–1BALI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALI, GPIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BALI0.35%$35

GPIX0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BALI, GPIX, SCHD

8.62%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.62%$862

BALI8.10%$810

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

BALI$810 − $35 = $775

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BALI, GPIX, SCHD

Today

56.2%most shared, BALI and GPIX

BALIGPIXSCHD

BALI—56.2%14.4%

GPIX56.2%—8.4%

SCHD14.4%8.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

BALIWorst drop−6.7%11.4% vol

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%11.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+9.3%Year to date+31.4%

8.6%Yield3.0%

+10.9%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026