Compare · 3 funds side by side · dividends reinvested

XLFI, GPIX and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeXLFI · 11.07% · $1,107 a year on $10k

Story of the three · RiskSmallest drop

XLFI, GPIX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.46%+11.3%+13.9%+19.4%[…]−7.7%12.1%$6.5B2.1

State Street Financial Select Sector SPDR Premium Income ETFIncome · Premium income0.35%11.07%+4.8%+7.5%[…][…]−11.9%11.7%$13M2.2

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

End-of-day Nov 10, 2026 · returns include dividends · since: XLFI 2025 · GPIX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR Premium Income ETF · $13M[…]

XLFI

GPIX

Goldman Sachs S&P 500 Premium Income ETF · $6.5B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLFI

More Ways to See the Pairs

XLFI vs GPIX: Top 5 Holdings

Today

XLFI

100.0%in top 5

GPIX

in top 528.4%

XLFIStockGPIX

103.6%XLFnot top 5

not top 5AAPL7.8%

not top 5NVDA6.7%

not top 5MSFT6.3%

not top 5AMZN4.1%

Cost, Income and Risk

Fees: XLFI, GPIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLFI0.35%$35

GPIX0.35%$35

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

GPIX

+4.8%Year to dateJan 1 → Nov 10+11.3%

+7.5%1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $17,032+19.4%

[…]5 years · per year[…]

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

11.07%Trailing 12-mo yield$1,107 · $846 a year on $10k8.46%

−11.9%Worst dropSmaller is better−7.7%

11.7%VolatilityLower is calmer12.1%

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

2–3GPIX wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL3.5%

-0.1%XLF26112not top 5

-0.2%XLF26112not top 5

-3.2%XLF26112not top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

XLFI vs GPIX Returns, Every Period

1Y

SPDRXLFI

+7.5%

past year

GPIXGoldman Sachs

+13.9%

past year

XLFIGPIXFaded: behind in that period

0–2GPIX wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

XLFI vs GPIX

YTD

SPDRXLFI

+4.8%

GPIXGoldman Sachs

+11.3%

+4.8%Year to date+11.3%

−11.9%Worst drop · 1Y−7.7%

11.7%Volatility · 1Y12.1%

11.1%Yield8.5%

$13.5MAssets$6.5B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: XLFI, GPIX, SCHD

1Y

11.07%highest, XLFI

FundTrailing yieldYield$10k

XLFI11.07%$1,107

GPIX8.46%$846

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,072most kept, XLFI

XLFI$1,107 − $35 = $1,072

GPIX$846 − $35 = $811

SCHD$294 − $6 = $288

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XLFI, GPIX, SCHD

Today

8.2%most shared, GPIX and SCHD

XLFIGPIXSCHD

XLFI—0.0%0.0%

GPIX0.0%—8.2%

SCHD0.0%8.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

XLFIWorst drop−11.9%11.7% vol

SCHDWorst drop−6.9%11.8% vol

GPIXWorst drop−7.7%12.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLFISCHD

+4.8%Year to date+33.8%

11.1%Yield2.9%

+7.5%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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XLFI, GPIX and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: XLFI, GPIX, SCHD