Compare · 3 funds side by side · dividends reinvested

XLSR, GPIX and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

XLSR, GPIX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.29%+13.6%+14.6%+21.9%[…]−7.7%11.2%$6.4B1.6

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.40%+6.8%+8.2%+19.0%+9.2%−11.1%13.8%$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 4, 2026 · returns include dividends · since: XLSR 2019 · GPIX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.1B$15,519

XLSR

GPIX

Goldman Sachs S&P 500 Premium Income ETF · $6.4B[…]

$10,000 five years ago, dividends reinvested · they hold 20.6% in common

XLSRMeasureGPIX

+6.8%Year to dateJan 1 → Nov 4+13.6%

+8.2%1 yearTotal return+14.6%

+19.0%3 years · per year$10,000 became $16,861 · $18,093+21.9%

+9.2%5 years · per year$10,000 became $15,519 · […][…]

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

0.40%Trailing 12-mo yield$40 · $829 a year on $10k8.29%

−11.1%Worst dropSmaller is better−7.7%

13.8%VolatilityLower is calmer11.2%

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

0–7GPIX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLSR vs GPIX: Top 5 Holdings

Today

XLSR

74.0%in top 5

GPIX

in top 528.3%

XLSRStockGPIX

26.8%XLKnot top 5

24.3%XLVnot top 5

11.5%XLFnot top 5

not top 5NVDA7.8%

not top 5AAPL7.4%

6.5%XLYnot top 5

not top 5MSFT6.0%

5.0%XLCnot top 5

not top 5AMZN3.8%

not top 5GOOGL3.4%

Held in common20.6%

End-of-day Nov 4, 2026 · share of each fund

XLSR vs GPIX Returns, Every Period

SPDRXLSR

+8.2%

past year

GPIXGoldman Sachs

+14.6%

past year

XLSRGPIXFaded: behind in that period

0–3GPIX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XLSR vs GPIX

YTD

SPDRXLSR

+6.8%

GPIXGoldman Sachs

+13.6%

+6.8%Year to date+13.6%

−11.1%Worst drop · 1Y−7.7%

13.8%Volatility · 1Y11.2%

0.4%Yield8.3%

$1.1BAssets$6.4B

4–0GPIX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLSR, GPIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GPIX0.35%$35

XLSR0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XLSR, GPIX, SCHD

8.29%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.29%$829

SCHD2.91%$291

XLSR0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$794most kept, GPIX

GPIX$829 − $35 = $794

SCHD$291 − $6 = $285

XLSR$40 − $70 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XLSR, GPIX, SCHD

Today

20.6%most shared, XLSR and GPIX

XLSRGPIXSCHD

XLSR—20.6%0.1%

GPIX20.6%—8.2%

SCHD0.1%8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

GPIXWorst drop−7.7%11.2% vol

SCHDWorst drop−6.9%11.5% vol

XLSRWorst drop−11.1%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+13.6%Year to date+35.3%

8.3%Yield2.9%

+14.6%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026