Compare · 3 funds side by side · dividends reinvested

OCTJ, GPIX and SCHD

OCTJInnovator×GPIXGoldman Sachs×SCHDSchwab×

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

02 / 04

OCTJ, GPIX 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

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

Innovator Premium Income 30 Barrier ETFIncome · Premium income0.79%5.34%+3.4%+4.6%+5.6%[…]−1.3%2.8%$15M2.3

Rank among the three1st → 3rdFee, 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: OCTJ 2023 · GPIX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Premium Income 30 Barrier ETF · $15M[…]

OCTJ

GPIX

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

$10,000 five years ago, dividends reinvested

OCTJMeasureGPIX

+3.4%Year to dateJan 1 → Nov 6+9.3%

+4.6%1 yearTotal return+10.9%

+5.6%3 years · per year$10,000 became $11,764 · $17,136+19.7%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

5.34%Trailing 12-mo yield$534 · $862 a year on $10k8.62%

−1.3%Worst dropSmaller is better−7.7%

2.8%VolatilityLower is calmer11.9%

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

2–5GPIX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OCTJ vs GPIX: Top 5 Holdings

Today

OCTJ

[…]in top 5

GPIX

in top 528.8%

OCTJStockGPIX

not top 5AAPL7.9%

not top 5NVDA7.0%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL3.5%

Held in common[…]

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

OCTJ vs GPIX Returns, Every Period

InnovatorOCTJ

+4.6%

past year

GPIXGoldman Sachs

+10.9%

past year

OCTJGPIXFaded: behind in that period

0–3GPIX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OCTJ vs GPIX

YTD

InnovatorOCTJ

+3.4%

GPIXGoldman Sachs

+9.3%

+3.4%Year to date+9.3%

−1.3%Worst drop · 1Y−7.7%

2.8%Volatility · 1Y11.9%

5.3%Yield8.6%

$14.9MAssets$6.3B

2–2level

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

Cost, Income and Risk

Fees: OCTJ, GPIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GPIX0.35%$35

OCTJ0.79%$79

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

Yields: OCTJ, GPIX, SCHD

8.62%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.62%$862

OCTJ5.34%$534

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

OCTJ$534 − $79 = $455

SCHD$300 − $6 = $294

KeptFee

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

Overlap: OCTJ, GPIX, SCHD

Today

8.4%most shared, GPIX and SCHD

OCTJGPIXSCHD

OCTJ—[…][…]

GPIX[…]—8.4%

SCHD[…]8.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

OCTJWorst drop−1.3%2.8% vol

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%11.9% 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 Three

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

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