Compare · 4 funds side by side · dividends reinvested

GPIX, XLSR, SCHD and VIG

GPIXGoldman Sachs×XLSRSPDR×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

GPIX, XLSR, SCHD and VIG, 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%$122B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.43%+11.7%+14.4%+19.9%[…]−7.7%12.1%$6.3B2.3

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.7%+7.9%+16.9%+8.6%−11.1%14.6%$1.0B3.9

Rank among the four1st → 4thFee, 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 · XLSR 2019 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

GPIX

XLSR

State Street US Sector Rotation ETF · $1.0B$15,072

$10,000 five years ago, dividends reinvested · they hold 20.5% in common

GPIXMeasureXLSR

+11.7%Year to dateJan 1 → Nov 9+4.7%

+14.4%1 yearTotal return+7.9%

+19.9%3 years · per year$10,000 became $17,221 · $15,956+16.9%

[…]5 years · per year$10,000 became […] · $15,072+8.6%

0.35%Expense ratio$35 · $70 a year on $10k · lower is better0.70%

8.43%Trailing 12-mo yield$843 · $41 a year on $10k0.41%

−7.7%Worst dropSmaller is better−11.1%

12.1%VolatilityLower is calmer14.6%

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

7–0GPIX wins

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 XLSR: Top 5 Holdings

Today

GPIX

28.8%in top 5

XLSR

in top 566.7%

GPIXStockXLSR

not top 5XLK26.9%

not top 5XLV19.5%

not top 5XLF10.5%

7.8%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

not top 5XLP5.2%

not top 5XLY4.6%

4.0%AMZNnot top 5

3.5%GOOGLnot top 5

Held in common20.5%

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

GPIX vs XLSR Returns, Every Period

Goldman SachsGPIX

+14.4%

past year

XLSRSPDR

+7.9%

past year

GPIXXLSRFaded: behind in that period

3–0GPIX wins

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

GPIX vs SCHD

YTD

Goldman SachsGPIX

+11.7%

SCHDSchwab

+33.2%

+11.7%Year to date+33.2%

−7.7%Worst drop · 1Y−6.9%

12.1%Volatility · 1Y11.8%

8.4%Yield3.0%

$6.3BAssets$122B

3–1SCHD wins

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

Cost, Income and Risk

Fees: GPIX, XLSR, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

GPIX0.35%$35

XLSR0.70%$70

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

Yields: GPIX, XLSR, SCHD, VIG

8.43%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.43%$843

SCHD2.96%$296

VIG1.46%$146

XLSR0.41%$41

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

Income After Fees on $10,000

$808most kept, GPIX

GPIX$843 − $35 = $808

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

XLSR$41 − $70 = −$29

KeptFee

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

Overlap: GPIX, XLSR, SCHD, VIG

Today

40.6%most shared, GPIX and VIG

GPIXXLSRSCHDVIG

GPIX—20.5%8.3%40.6%

XLSR20.5%—0.1%8.5%

SCHD8.3%0.1%—14.5%

VIG40.6%8.5%14.5%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

GPIXWorst drop−7.7%12.1% vol

XLSRWorst drop−11.1%14.6% vol

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

Paid More vs Made More

YTD

GPIXSCHD

+11.7%Year to date+33.2%

8.4%Yield3.0%

+14.4%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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