Compare · 3 funds side by side · dividends reinvested

GPIX, BALI and SCHD

GPIXGoldman Sachs×BALIiShares×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

GPIX, BALI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

iShares U.S. Large Cap Premium Income Active ETFIncome · Premium income0.35%8.12%+10.5%+12.5%+19.9%[…]−6.7%11.4%$1.5B1.9

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.65%+8.9%+10.9%+20.0%[…]−7.7%11.9%$6.5B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: GPIX 2023 · BALI 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs S&P 500 Premium Income ETF · $6.5B[…]

GPIX

BALI

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

$10,000 five years ago, dividends reinvested · they hold 56.9% in common

GPIXMeasureBALI

+8.9%Year to dateJan 1 → Nov 5+10.5%

+10.9%1 yearTotal return+12.5%

+20.0%3 years · per year$10,000 became $17,262 · $17,224+19.9%

[…]5 years · per year[…]

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

8.65%Trailing 12-mo yield$865 · $812 a year on $10k8.12%

−7.7%Worst dropSmaller is better−6.7%

11.9%VolatilityLower is calmer11.4%

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

2–4BALI wins

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

More Ways to See the Pairs

GPIX vs BALI: Top 5 Holdings

Today

GPIX

28.8%in top 5

BALI

in top 524.4%

GPIXStockBALI

7.7%AAPL6.4%

7.4%NVDA6.6%

6.3%MSFT5.7%

4.0%AMZN3.5%

3.4%GOOGL2.1%

Held in common56.9%

End-of-day Nov 5, 2026 · share of each fund

GPIX vs BALI Returns, Every Period

Goldman SachsGPIX

+10.9%

past year

BALIiShares

+12.5%

past year

GPIXBALIFaded: behind in that period

1–2BALI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

GPIX vs BALI

YTD

Goldman SachsGPIX

+8.9%

BALIiShares

+10.5%

+8.9%Year to date+10.5%

−7.7%Worst drop · 1Y−6.7%

11.9%Volatility · 1Y11.4%

8.6%Yield8.1%

$6.5BAssets$1.5B

3–1BALI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GPIX, BALI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GPIX0.35%$35

BALI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GPIX, BALI, SCHD

8.65%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.65%$865

BALI8.12%$812

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

BALI$812 − $35 = $777

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: GPIX, BALI, SCHD

Today

56.9%most shared, GPIX and BALI

GPIXBALISCHD

GPIX—56.9%8.2%

BALI56.9%—14.2%

SCHD8.2%14.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%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 5, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+8.9%Year to date+32.3%

8.6%Yield3.0%

+10.9%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026