Compare · 3 funds side by side · dividends reinvested

GPIX, VUG and SCHD

GPIXGoldman Sachs×VUGVanguard×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

GPIX, VUG 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%$123B1.4

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.65%+8.9%+10.9%+20.0%[…]−7.7%11.9%$6.4B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs S&P 500 Premium Income ETF · $6.4B[…]

GPIX

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 54.9% in common

GPIXMeasureVUG

+8.9%Year to dateJan 1 → Nov 5+0.5%

+10.9%1 yearTotal return−0.6%

+20.0%3 years · per year$10,000 became $17,262 · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

8.65%Trailing 12-mo yield$865 · $43 a year on $10k0.43%

−7.7%Worst dropSmaller is better−15.1%

11.9%VolatilityLower is calmer19.0%

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

5–2GPIX 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 VUG: Top 5 Holdings

Today

GPIX

28.8%in top 5

VUG

in top 545.2%

GPIXStockVUG

7.4%NVDA13.5%

7.7%AAPL12.5%

6.3%MSFT9.7%

3.4%GOOGL5.2%

not top 5AVGO4.3%

4.0%AMZNnot top 5

Held in common54.9%

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

GPIX vs VUG Returns, Every Period

Goldman SachsGPIX

+10.9%

past year

VUGVanguard

−0.6%

past year

GPIXVUGFaded: behind in that period

2–1GPIX 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%

$6.4BAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: GPIX, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

GPIX0.35%$35

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

Yields: GPIX, VUG, SCHD

8.65%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.65%$865

SCHD2.98%$298

VUG0.43%$43

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

VUG$43 − $3 = $40

KeptFee

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

Overlap: GPIX, VUG, SCHD

Today

54.9%most shared, GPIX and VUG

GPIXVUGSCHD

GPIX—54.9%8.2%

VUG54.9%—0.8%

SCHD8.2%0.8%—

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

VUGWorst drop−15.1%19.0% 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026