Compare GPIX and BALI

GPIX and BALI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Large Cap Premium Income Active ETFIncome · Premium income0.35%7.88%+13.9%+15.3%+21.9%[…]−6.7%10.5%$1.5B1.1

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.41%+12.0%+13.1%+21.8%[…]−7.7%11.1%$6.3B1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: GPIX 2023 · BALI 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

GPIX

BALI

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

$10,000 five years ago, dividends reinvested · they hold 57.1% in common

GPIXMeasureBALI

+12.0%Year to dateJan 1 → Nov 3+13.9%

+13.1%1 yearTotal return+15.3%

+21.8%3 years · per year$10,000 became $18,088 · $18,093+21.9%

[…]5 years · per year[…]

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

8.41%Trailing 12-mo yield$841 · $788 a year on $10k7.88%

−7.7%Worst dropSmaller is better−6.7%

11.1%VolatilityLower is calmer10.5%

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

1–5BALI wins

End-of-day Nov 3, 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

28.3%in top 5

BALI

in top 523.8%

GPIXStockBALI

7.6%AAPL6.3%

7.6%NVDA6.8%

5.8%MSFT5.4%

3.7%AMZN3.2%

3.5%XLCnot top 5

not top 5AVGO2.1%

Held in common57.1%

End-of-day Nov 3, 2026 · share of each fund

GPIX vs BALI Returns, Every Period

1Y

Goldman SachsGPIX

+13.1%

past year

BALIiShares

+15.3%

past year

GPIXBALIFaded: behind in that period

0–3BALI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

GPIX vs BALI

YTD

Goldman SachsGPIX

+12.0%

BALIiShares

+13.9%

+12.0%Year to date+13.9%

−7.7%Worst drop · 1Y−6.7%

11.1%Volatility · 1Y10.5%

8.4%Yield7.9%

$6.3BAssets$1.5B

3–1BALI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GPIX, BALI

Today

0.35%lowest, GPIX

FundExpense ratioFee$10k

GPIX0.35%$35

BALI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GPIX, BALI

1Y

8.41%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.41%$841

BALI7.88%$788

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$806most kept, GPIX

GPIX$841 − $35 = $806

BALI$788 − $35 = $753

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: GPIX, BALI

Today

57.1%most shared, GPIX and BALI

GPIXBALI

GPIX—57.1%

BALI57.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.3%BALI, at 10.5% volatility

BALIWorst drop−6.7%10.5% vol

GPIXWorst drop−7.7%11.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXBALI

+12.0%Year to date+13.9%

8.4%Yield7.9%

+13.1%Past year+15.3%

0.35%Fee0.35%

2–1BALI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026