Compare · 3 funds side by side · dividends reinvested

RECS, GPIX and JEPI

RECSColumbia Threadneedle×GPIXGoldman Sachs×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,097RECS · best of the three

02 / 04

RECS, GPIX and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.43%+11.7%+14.4%+19.9%[…]−7.7%12.1%$6.3B1.6

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

Rank among the three1st → 3rdFee, 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: RECS 2019 · GPIX 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

GPIX

RECS

Columbia Research Enhanced Core ETF · $6.0B$18,097

$10,000 five years ago, dividends reinvested · they hold 36.8% in common

GPIXMeasureRECS

+11.7%Year to dateJan 1 → Nov 9+9.2%

+14.4%1 yearTotal return+12.0%

+19.9%3 years · per year$10,000 became $17,221 · $18,237+22.2%

[…]5 years · per year$10,000 became […] · $18,097+12.6%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

8.43%Trailing 12-mo yield$843 · $102 a year on $10k1.02%

−7.7%Worst dropSmaller is better−8.8%

12.1%VolatilityLower is calmer12.6%

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

5–2GPIX 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 RECS: Top 5 Holdings

Today

GPIX

28.8%in top 5

RECS

in top 533.2%

GPIXStockRECS

7.8%AAPL12.8%

7.1%NVDA10.6%

6.2%MSFTnot top 5

not top 5META4.2%

4.0%AMZNnot top 5

3.5%GOOGLnot top 5

not top 5MA2.8%

not top 5XLC2.8%

Held in common36.8%

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

GPIX vs RECS Returns, Every Period

Goldman SachsGPIX

+14.4%

past year

RECSColumbia Threadneedle

+12.0%

past year

GPIXRECSFaded: behind in that period

2–1GPIX wins

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

GPIX vs JEPI

YTD

Goldman SachsGPIX

+11.7%

JEPIJ.P. Morgan

+7.5%

+11.7%Year to date+7.5%

−7.7%Worst drop · 1Y−6.7%

12.1%Volatility · 1Y9.0%

8.4%Yield7.9%

$6.3BAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: RECS, GPIX, JEPI

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

GPIX0.35%$35

JEPI0.35%$35

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

Yields: RECS, GPIX, JEPI

8.43%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.43%$843

JEPI7.93%$793

RECS1.02%$102

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

Income After Fees on $10,000

$808most kept, GPIX

GPIX$843 − $35 = $808

JEPI$793 − $35 = $758

RECS$102 − $15 = $87

KeptFee

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

Overlap: RECS, GPIX, JEPI

Today

38.7%most shared, GPIX and JEPI

RECSGPIXJEPI

RECS—36.8%19.0%

GPIX36.8%—38.7%

JEPI19.0%38.7%—

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

Return vs Bumpiness: 3 ETFs

+14.4%GPIX, at 12.1% volatility

JEPIWorst drop−6.7%9.0% vol

GPIXWorst drop−7.7%12.1% vol

RECSWorst drop−8.8%12.6% vol

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

Paid More vs Made More

YTD

GPIXRECS

+11.7%Year to date+9.2%

8.4%Yield1.0%

+14.4%Past year+12.0%

0.35%Fee0.15%

3–1GPIX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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