Compare · 4 funds side by side · dividends reinvested

GPIX, RECS, IWF and SCHD

GPIXGoldman Sachs×RECSColumbia Threadneedle×IWFiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,097RECS · best of the four

02 / 04

GPIX, RECS, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.43%+11.7%+14.4%+19.9%[…]−7.7%12.1%$6.3B2.1

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: GPIX 2023 · RECS 2019 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.0B$18,097

RECS

GPIX

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

$10,000 five years ago, dividends reinvested · they hold 36.8% in common

RECSMeasureGPIX

+9.2%Year to dateJan 1 → Nov 9+11.7%

+12.0%1 yearTotal return+14.4%

+22.2%3 years · per year$10,000 became $18,237 · $17,221+19.9%

+12.6%5 years · per year$10,000 became $18,097 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.02%Trailing 12-mo yield$102 · $843 a year on $10k8.43%

−8.8%Worst dropSmaller is better−7.7%

12.6%VolatilityLower is calmer12.1%

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

2–5GPIX wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RECS vs GPIX: Top 5 Holdings

Today

RECS

33.2%in top 5

GPIX

in top 528.8%

RECSStockGPIX

12.8%AAPL7.8%

10.6%NVDA7.1%

not top 5MSFT6.2%

4.2%METAnot top 5

not top 5AMZN4.0%

not top 5GOOGL3.5%

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common36.8%

End-of-day Nov 9, 2026 · share of each fund

RECS vs GPIX Returns, Every Period

Columbia ThreadneedleRECS

+12.0%

past year

GPIXGoldman Sachs

+14.4%

past year

RECSGPIXFaded: behind in that period

1–2GPIX wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: RECS vs GPIX

YTD

Columbia ThreadneedleRECS

+9.2%

GPIXGoldman Sachs

+11.7%

+9.2%Year to date+11.7%

−8.8%Worst drop · 1Y−7.7%

12.6%Volatility · 1Y12.1%

1.0%Yield8.4%

$6.0BAssets$6.3B

4–0GPIX wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GPIX, RECS, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RECS0.15%$15

IWF0.18%$18

GPIX0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: GPIX, RECS, IWF, SCHD

8.43%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.43%$843

SCHD2.96%$296

RECS1.02%$102

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$808most kept, GPIX

GPIX$843 − $35 = $808

SCHD$296 − $6 = $290

RECS$102 − $15 = $87

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: GPIX, RECS, IWF, SCHD

Today

55.1%most shared, GPIX and IWF

GPIXRECSIWFSCHD

GPIX—36.8%55.1%8.3%

RECS36.8%—37.0%8.4%

IWF55.1%37.0%—3.6%

SCHD8.3%8.4%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

GPIXWorst drop−7.7%12.1% vol

RECSWorst drop−8.8%12.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+11.7%Year to date+33.2%

8.4%Yield3.0%

+14.4%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026