Compare · 4 funds side by side · dividends reinvested

XLSR, GPIX, RECS and SCHD

XLSRSPDR×GPIXGoldman Sachs×RECSColumbia Threadneedle×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,792RECS · best of the four

02 / 04

XLSR, GPIX, RECS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.65%+8.9%+10.9%+20.0%[…]−7.7%11.9%$6.5B2.1

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.1%+9.2%+22.4%+12.2%−8.8%12.5%$6.2B2.4

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.1%+4.7%+17.0%+8.1%−11.1%14.5%$1.1B3.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: XLSR 2019 · GPIX 2023 · RECS 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.1B$14,735

XLSR

RECS

Columbia Research Enhanced Core ETF · $6.2B$17,792

$10,000 five years ago, dividends reinvested · they hold 13.0% in common

XLSRMeasureRECS

+2.1%Year to dateJan 1 → Nov 5+7.1%

+4.7%1 yearTotal return+9.2%

+17.0%3 years · per year$10,000 became $16,015 · $18,344+22.4%

+8.1%5 years · per year$10,000 became $14,735 · $17,792+12.2%

0.70%Expense ratio$70 · $15 a year on $10k · lower is better0.15%

0.42%Trailing 12-mo yield$42 · $104 a year on $10k1.04%

−11.1%Worst dropSmaller is better−8.8%

14.5%VolatilityLower is calmer12.5%

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

0–8RECS wins

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

More Ways to See the Pairs

XLSR vs RECS: Top 5 Holdings

Today

XLSR

66.8%in top 5

RECS

in top 533.0%

XLSRStockRECS

27.6%XLKnot top 5

19.1%XLVnot top 5

not top 5AAPL12.5%

not top 5NVDA10.9%

10.4%XLFnot top 5

5.1%XLPnot top 5

4.6%XLYnot top 5

not top 5META4.2%

not top 5MA2.8%

not top 5XLC2.7%

Held in common13.0%

End-of-day Nov 5, 2026 · share of each fund

XLSR vs RECS Returns, Every Period

SPDRXLSR

+8.1%

5 years, per year

RECSColumbia Threadneedle

+12.2%

5 years, per year

XLSRRECSFaded: behind in that period

0–4RECS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XLSR vs GPIX

YTD

SPDRXLSR

+2.1%

GPIXGoldman Sachs

+8.9%

+2.1%Year to date+8.9%

−11.1%Worst drop · 1Y−7.7%

14.5%Volatility · 1Y11.9%

0.4%Yield8.6%

$1.1BAssets$6.5B

4–0GPIX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLSR, GPIX, RECS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RECS0.15%$15

GPIX0.35%$35

XLSR0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLSR, GPIX, RECS, SCHD

8.65%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.65%$865

SCHD2.98%$298

RECS1.04%$104

XLSR0.42%$42

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

SCHD$298 − $6 = $292

RECS$104 − $15 = $89

XLSR$42 − $70 = −$28

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLSR, GPIX, RECS, SCHD

Today

37.0%most shared, GPIX and RECS

XLSRGPIXRECSSCHD

XLSR—20.5%13.0%0.1%

GPIX20.5%—37.0%8.2%

RECS13.0%37.0%—8.2%

SCHD0.1%8.2%8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%11.9% vol

RECSWorst drop−8.8%12.5% vol

XLSRWorst drop−11.1%14.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+8.9%Year to date+32.3%

8.6%Yield3.0%

+10.9%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026