Compare · 4 funds side by side · dividends reinvested

GPIX, RECS, VUG and SCHD

GPIXGoldman Sachs×RECSColumbia Threadneedle×VUGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,787RECS · best of the four

02 / 04

GPIX, RECS, VUG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.62%+9.3%+10.9%+19.7%[…]−7.7%11.9%$6.5B2.4

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.2B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: GPIX 2023 · RECS 2019 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

GPIX

RECS

Columbia Research Enhanced Core ETF · $6.2B$17,787

$10,000 five years ago, dividends reinvested · they hold 36.6% in common

GPIXMeasureRECS

+9.3%Year to dateJan 1 → Nov 6+7.3%

+10.9%1 yearTotal return+9.1%

+19.7%3 years · per year$10,000 became $17,136 · $18,239+22.2%

[…]5 years · per year$10,000 became […] · $17,787+12.2%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

8.62%Trailing 12-mo yield$862 · $104 a year on $10k1.04%

−7.7%Worst dropSmaller is better−8.8%

11.9%VolatilityLower is calmer12.5%

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

5–2GPIX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GPIX vs RECS: Top 5 Holdings

Today

GPIX

28.8%in top 5

RECS

in top 533.0%

GPIXStockRECS

7.9%AAPL12.9%

7.0%NVDA10.4%

6.3%MSFTnot top 5

not top 5META4.2%

4.0%AMZNnot top 5

3.5%GOOGLnot top 5

not top 5MA2.8%

not top 5XLC2.8%

Held in common36.6%

End-of-day Nov 6, 2026 · share of each fund

GPIX vs RECS Returns, Every Period

Goldman SachsGPIX

+10.9%

past year

RECSColumbia Threadneedle

+9.1%

past year

GPIXRECSFaded: behind in that period

2–1GPIX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

GPIX vs SCHD

YTD

Goldman SachsGPIX

+9.3%

SCHDSchwab

+31.4%

+9.3%Year to date+31.4%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GPIX, RECS, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

RECS0.15%$15

GPIX0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GPIX, RECS, VUG, SCHD

8.62%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.62%$862

SCHD3.00%$300

RECS1.04%$104

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

SCHD$300 − $6 = $294

RECS$104 − $15 = $89

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GPIX, RECS, VUG, SCHD

Today

54.1%most shared, GPIX and VUG

GPIXRECSVUGSCHD

GPIX—36.6%54.1%8.4%

RECS36.6%—36.1%8.5%

VUG54.1%36.1%—0.8%

SCHD8.4%8.5%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%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

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+9.3%Year to date+31.4%

8.6%Yield3.0%

+10.9%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026