Compare · 3 funds side by side · dividends reinvested

GPIX, SEPQ and SCHD

GPIXGoldman Sachs×SEPQShelton Capital×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

GPIX, SEPQ 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%$120B1.4

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.43%+11.7%+14.4%+19.9%[…]−7.7%12.1%$6.3B1.9

STF Tactical Growth & Income ETFIncome · Premium income0.65%12.19%[…][…][…][…][…][…]$93M2.0

Rank among the three1st → 3rdFee, 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 · SEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

GPIX

SEPQ

STF Tactical Growth & Income ETF · $93M[…]

$10,000 five years ago, dividends reinvested · they hold 49.4% in common

GPIXMeasureSEPQ

+11.7%Year to dateJan 1 → Nov 9[…]

+14.4%1 yearTotal return[…]

+19.9%3 years · per year$10,000 became $17,221 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $65 a year on $10k · lower is better0.65%

8.43%Trailing 12-mo yield$843 · $1,219 a year on $10k12.19%

−7.7%Worst dropSmaller is better[…]

12.1%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

GPIX vs SEPQ: Top 5 Holdings

Today

GPIX

28.8%in top 5

SEPQ

in top 531.2%

GPIXStockSEPQ

7.8%AAPL9.1%

7.1%NVDA6.7%

6.2%MSFT7.1%

4.0%AMZN4.8%

3.5%GOOGLnot top 5

not top 5META3.5%

Held in common49.4%

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

GPIX vs SEPQ Returns, Every Period

Goldman SachsGPIX

+14.4%

past year

SEPQShelton Capital

[…]

past year

Returns […]

GPIXSEPQFaded: behind in that period

0–0Level

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

GPIX vs SEPQ

YTD

Goldman SachsGPIX

+11.7%

SEPQShelton Capital

[…]

+11.7%Year to date[…]

−7.7%Worst drop · 1Y[…]

12.1%Volatility · 1Y[…]

8.4%Yield12.2%

$6.3BAssets$92.7M

1–0SEPQ wins

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

Cost, Income and Risk

Fees: GPIX, SEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GPIX0.35%$35

SEPQ0.65%$65

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

Yields: GPIX, SEPQ, SCHD

12.19%highest, SEPQ

FundTrailing yieldYield$10k

SEPQ12.19%$1,219

GPIX8.43%$843

SCHD2.96%$296

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

Income After Fees on $10,000

$1,154most kept, SEPQ

SEPQ$1,219 − $65 = $1,154

GPIX$843 − $35 = $808

SCHD$296 − $6 = $290

KeptFee

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

Overlap: GPIX, SEPQ, SCHD

Today

49.4%most shared, GPIX and SEPQ

GPIXSEPQSCHD

GPIX—49.4%8.3%

SEPQ49.4%—5.2%

SCHD8.3%5.2%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

GPIXWorst drop−7.7%12.1% vol

SEPQWorst drop[…][…]

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

Paid More vs Made More

YTD

SEPQSCHD

[…]Year to date+33.2%

12.2%Yield3.0%

[…]Past year+39.1%

0.65%Fee0.06%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026