Compare · 3 funds side by side · dividends reinvested

GPIX, RECS and SCHD

GPIXGoldman Sachs×RECSColumbia Threadneedle×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,792RECS · best of the three

02 / 04

GPIX, RECS 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%$120B1.4

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.65%+8.9%+10.9%+20.0%[…]−7.7%11.9%$6.5B2.1

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.1%+9.2%+22.4%+12.2%−8.8%12.5%$6.2B2.4

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 · RECS 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

GPIX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

GPIXMeasureSCHD

+8.9%Year to dateJan 1 → Nov 5+32.3%

+10.9%1 yearTotal return+38.7%

+20.0%3 years · per year$10,000 became $17,262 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

8.65%Trailing 12-mo yield$865 · $298 a year on $10k2.98%

−7.7%Worst dropSmaller is better−6.9%

11.9%VolatilityLower is calmer11.7%

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

1–6SCHD 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 SCHD: Top 5 Holdings

Today

GPIX

28.8%in top 5

SCHD

in top 521.7%

GPIXStockSCHD

7.7%AAPLnot top 5

7.4%NVDAnot top 5

6.3%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%AMZNnot top 5

3.4%GOOGLnot top 5

Held in common8.2%

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

GPIX vs SCHD Returns, Every Period

Goldman SachsGPIX

+10.9%

past year

SCHDSchwab

+38.7%

past year

GPIXSCHDFaded: behind in that period

0–3SCHD wins

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

GPIX vs SCHD

YTD

Goldman SachsGPIX

+8.9%

SCHDSchwab

+32.3%

+8.9%Year to date+32.3%

−7.7%Worst drop · 1Y−6.9%

11.9%Volatility · 1Y11.7%

8.6%Yield3.0%

$6.5BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: GPIX, RECS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RECS0.15%$15

GPIX0.35%$35

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

Yields: GPIX, RECS, SCHD

8.65%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.65%$865

SCHD2.98%$298

RECS1.04%$104

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

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

SCHD$298 − $6 = $292

RECS$104 − $15 = $89

KeptFee

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

Overlap: GPIX, RECS, SCHD

Today

37.0%most shared, GPIX and RECS

GPIXRECSSCHD

GPIX—37.0%8.2%

RECS37.0%—8.2%

SCHD8.2%8.2%—

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

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%11.9% vol

RECSWorst drop−8.8%12.5% 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