Compare GPIQ and BALI

GPIQ and BALI, 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 Nasdaq-100 Premium Income ETFIncome · Premium income0.35%10.68%+12.4%+11.3%+23.5%[…]−9.5%17.6%$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: GPIQ 2023 · BALI 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Goldman Sachs Nasdaq-100 Premium Income ETF · $6.3B[…]

GPIQ

BALI

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

$10,000 five years ago, dividends reinvested · they hold 47.4% in common

GPIQMeasureBALI

+12.4%Year to dateJan 1 → Nov 4+15.4%

+11.3%1 yearTotal return+16.6%

+23.5%3 years · per year$10,000 became $18,821 · $18,068+21.8%

[…]5 years · per year[…]

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

10.68%Trailing 12-mo yield$1,068 · $778 a year on $10k7.78%

−9.5%Worst dropSmaller is better−6.7%

17.6%VolatilityLower is calmer10.6%

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

2–4BALI wins

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

More Ways to See the Pairs

GPIQ vs BALI: Top 5 Holdings

Today

GPIQ

31.0%in top 5

BALI

in top 524.0%

GPIQStockBALI

8.0%NVDA7.0%

8.0%AAPL6.2%

6.4%MSFT5.5%

4.4%AMZN3.3%

4.2%MUnot top 5

not top 5AVGO2.1%

Held in common47.4%

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

GPIQ vs BALI Returns, Every Period

1Y

Goldman SachsGPIQ

+11.3%

past year

BALIiShares

+16.6%

past year

GPIQBALIFaded: behind in that period

1–2BALI wins

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

GPIQ vs BALI

YTD

Goldman SachsGPIQ

+12.4%

BALIiShares

+15.4%

+12.4%Year to date+15.4%

−9.5%Worst drop · 1Y−6.7%

17.6%Volatility · 1Y10.6%

10.7%Yield7.8%

$6.3BAssets$1.5B

3–1BALI wins

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

Cost, Income and Risk

Fees: GPIQ, BALI

Today

0.35%lowest, GPIQ

FundExpense ratioFee$10k

GPIQ0.35%$35

BALI0.35%$35

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

Yields: GPIQ, BALI

1Y

10.68%highest, GPIQ

FundTrailing yieldYield$10k

GPIQ10.68%$1,068

BALI7.78%$778

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

Income After Fees on $10,000

1Y

$1,033most kept, GPIQ

GPIQ$1,068 − $35 = $1,033

BALI$778 − $35 = $743

KeptFee

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

Overlap: GPIQ, BALI

Today

47.4%most shared, GPIQ and BALI

GPIQBALI

GPIQ—47.4%

BALI47.4%—

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

GPIQWorst drop−9.5%17.6% vol

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

Paid More vs Made More

YTD

GPIQBALI

+12.4%Year to date+15.4%

10.7%Yield7.8%

+11.3%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