Compare · 4 funds side by side · dividends reinvested

GPIX, XLSR, SCHD and VUG

GPIXGoldman Sachs×XLSRSPDR×SCHDSchwab×VUGVanguard×

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, XLSR, SCHD and VUG, 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%$120B1.4

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.62%+9.3%+10.9%+19.7%[…]−7.7%11.9%$6.3B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.9

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.9%+5.1%+16.9%+8.2%−11.1%14.5%$1.0B3.4

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 · XLSR 2019 · SCHD 2011 · VUG 2004

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$14,831

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

GPIXMeasureXLSR

+9.3%Year to dateJan 1 → Nov 6+2.9%

+10.9%1 yearTotal return+5.1%

+19.7%3 years · per year$10,000 became $17,136 · $15,995+16.9%

[…]5 years · per year$10,000 became […] · $14,831+8.2%

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

8.62%Trailing 12-mo yield$862 · $42 a year on $10k0.42%

−7.7%Worst dropSmaller is better−11.1%

11.9%VolatilityLower is calmer14.5%

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

7–0GPIX 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 XLSR: Top 5 Holdings

Today

GPIX

28.8%in top 5

XLSR

in top 566.7%

GPIXStockXLSR

not top 5XLK26.6%

not top 5XLV19.6%

not top 5XLF10.6%

7.9%AAPLnot top 5

7.0%NVDAnot top 5

6.3%MSFTnot top 5

not top 5XLP5.3%

not top 5XLY4.6%

4.0%AMZNnot top 5

3.5%GOOGLnot top 5

Held in common20.5%

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

GPIX vs XLSR Returns, Every Period

Goldman SachsGPIX

+10.9%

past year

XLSRSPDR

+5.1%

past year

GPIXXLSRFaded: behind in that period

3–0GPIX 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, XLSR, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

GPIX0.35%$35

XLSR0.70%$70

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

Yields: GPIX, XLSR, SCHD, VUG

8.62%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.62%$862

SCHD3.00%$300

VUG0.42%$42

XLSR0.42%$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

VUG$42 − $3 = $39

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: GPIX, XLSR, SCHD, VUG

Today

54.1%most shared, GPIX and VUG

GPIXXLSRSCHDVUG

GPIX—20.5%8.4%54.1%

XLSR20.5%—0.1%21.7%

SCHD8.4%0.1%—0.8%

VUG54.1%21.7%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

XLSRWorst drop−11.1%14.5% 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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026