Compare · 4 funds side by side · dividends reinvested

GPIX, VIG, CGDV and SCHD

GPIXGoldman Sachs×VIGVanguard×CGDVCapital Group×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

GPIX, VIG, CGDV 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%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.62%+9.3%+10.9%+19.7%[…]−7.7%11.9%$6.3B3.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B3.1

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 · VIG 2006 · CGDV 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

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

GPIXMeasureVIG

+9.3%Year to dateJan 1 → Nov 6+12.1%

+10.9%1 yearTotal return+14.3%

+19.7%3 years · per year$10,000 became $17,136 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

8.62%Trailing 12-mo yield$862 · $150 a year on $10k1.50%

−7.7%Worst dropSmaller is better−7.9%

11.9%VolatilityLower is calmer10.8%

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

3–4VIG 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 VIG: Top 5 Holdings

Today

GPIX

28.8%in top 5

VIG

in top 522.1%

GPIXStockVIG

7.9%AAPL4.9%

7.0%NVDAnot top 5

6.3%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%AMZNnot top 5

not top 5JPM3.9%

3.5%GOOGLnot top 5

Held in common40.7%

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

GPIX vs VIG Returns, Every Period

Goldman SachsGPIX

+10.9%

past year

VIGVanguard

+14.3%

past year

GPIXVIGFaded: behind in that period

1–2VIG 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%

$6.3BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GPIX, VIG, CGDV, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

GPIX0.35%$35

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

Yields: GPIX, VIG, CGDV, SCHD

8.62%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.62%$862

SCHD3.00%$300

VIG1.50%$150

CGDV1.27%$127

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

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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

Overlap: GPIX, VIG, CGDV, SCHD

Today

40.7%most shared, GPIX and VIG

GPIXVIGCGDVSCHD

GPIX—40.7%37.1%8.4%

VIG40.7%—29.4%14.5%

CGDV37.1%29.4%—5.9%

SCHD8.4%14.5%5.9%—

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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%11.9% vol

CGDVWorst drop−9.7%13.4% 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026