Compare · 3 funds side by side · dividends reinvested

GPIX, XLSR and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeGPIX · 8.37% · $837 a year on $10k

Story of the three · RiskSmallest drop

GPIX, XLSR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.3

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.37%+12.6%+13.7%+19.9%[…]−7.7%12.1%$6.5B1.7

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+5.6%+7.1%+16.8%+8.5%−11.1%14.5%$1.1B2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: GPIX 2023 · XLSR 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street US Sector Rotation ETF · $1.1B$15,056

XLSR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

XLSR

More Ways to See the Pairs

XLSR vs SCHD: Top 5 Holdings

Today

XLSR

67.0%in top 5

SCHD

in top 521.7%

XLSRStockSCHD

27.1%XLKnot top 5

19.6%XLVnot top 5

10.5%XLFnot top 5

5.2%XLPnot top 5

4.6%XLYnot top 5

Cost, Income and Risk

Fees: GPIX, XLSR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GPIX0.35%$35

XLSR0.70%$70

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: GPIX, XLSR, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

+5.6%Year to dateJan 1 → Nov 11+34.6%

+7.1%1 yearTotal return+39.3%

+16.8%3 years · per year$10,000 became $15,945 · $17,234+19.9%

+8.5%5 years · per year$10,000 became $15,056 · $16,418+10.4%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

0.41%Trailing 12-mo yield$41 · $293 a year on $10k2.93%

−11.1%Worst dropSmaller is better−6.9%

14.5%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.1%

End-of-day Nov 11, 2026 · share of each fund

XLSR vs SCHD Returns, Every Period

5Y

SPDRXLSR

+8.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XLSRSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XLSR vs GPIX

YTD

SPDRXLSR

+5.6%

GPIXGoldman Sachs

+12.6%

+5.6%Year to date+12.6%

−11.1%Worst drop · 1Y−7.7%

14.5%Volatility · 1Y12.1%

0.4%Yield8.4%

$1.1BAssets$6.5B

4–0GPIX wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

8.37%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.37%$837

SCHD2.93%$293

XLSR0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$802most kept, GPIX

GPIX$837 − $35 = $802

SCHD$293 − $6 = $287

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: GPIX, XLSR, SCHD

Today

20.3%most shared, GPIX and XLSR

GPIXXLSRSCHD

GPIX—20.3%8.3%

XLSR20.3%—0.1%

SCHD8.3%0.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

GPIXWorst drop−7.7%12.1% vol

XLSRWorst drop−11.1%14.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+12.6%Year to date+34.6%

8.4%Yield2.9%

+13.7%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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GPIX, XLSR and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three