Compare XLUI, GPIQ and SCHD

XLUI, GPIQ 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

State Street Utilities Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.54%+7.0%+5.0%[…][…]−12.3%12.1%$68M2.0

Goldman Sachs Nasdaq-100 Premium Income ETFIncome · Premium income0.35%11.39%+5.4%+6.0%+20.7%[…]−13.0%18.7%$6.4B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: XLUI 2025 · GPIQ 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Utilities Select Sector SPDR Premium Income ETF · $68M[…]

XLUI

GPIQ

Goldman Sachs Nasdaq-100 Premium Income ETF · $6.4B[…]

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

XLUIMeasureGPIQ

+7.0%Year to dateJan 1 → Nov 5+5.4%

+5.0%1 yearTotal return+6.0%

[…]3 years · per year$10,000 became […] · $17,581+20.7%

[…]5 years · per year[…]

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

15.54%Trailing 12-mo yield$1,554 · $1,139 a year on $10k11.39%

−12.3%Worst dropSmaller is better−13.0%

12.1%VolatilityLower is calmer18.7%

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

4–1XLUI wins

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

More Ways to See the Pairs

XLUI vs GPIQ: Top 5 Holdings

Today

XLUI

102.2%in top 5

GPIQ

in top 531.3%

XLUIStockGPIQ

102.4%XLUnot top 5

not top 5AAPL8.3%

not top 5NVDA7.7%

not top 5MSFT6.8%

not top 5AMZN4.6%

not top 5MU3.9%

-0.0%XLU26112not top 5

-0.1%XLU26112not top 5

Held in common0.0%

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

XLUI vs GPIQ Returns, Every Period

1Y

SPDRXLUI

+5.0%

past year

GPIQGoldman Sachs

+6.0%

past year

XLUIGPIQFaded: behind in that period

1–1Level

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

XLUI vs GPIQ

YTD

SPDRXLUI

+7.0%

GPIQGoldman Sachs

+5.4%

+7.0%Year to date+5.4%

−12.3%Worst drop · 1Y−13.0%

12.1%Volatility · 1Y18.7%

15.5%Yield11.4%

$68.3MAssets$6.4B

4–0XLUI wins

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

Cost, Income and Risk

Fees: XLUI, GPIQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLUI0.35%$35

GPIQ0.35%$35

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

Yields: XLUI, GPIQ, SCHD

1Y

15.54%highest, XLUI

FundTrailing yieldYield$10k

XLUI15.54%$1,554

GPIQ11.39%$1,139

SCHD2.98%$298

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

Income After Fees on $10,000

1Y

$1,519most kept, XLUI

XLUI$1,554 − $35 = $1,519

GPIQ$1,139 − $35 = $1,104

SCHD$298 − $6 = $292

KeptFee

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

Overlap: XLUI, GPIQ, SCHD

Today

6.0%most shared, GPIQ and SCHD

XLUIGPIQSCHD

XLUI—0.0%0.0%

GPIQ0.0%—6.0%

SCHD0.0%6.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

XLUIWorst drop−12.3%12.1% vol

GPIQWorst drop−13.0%18.7% vol

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

Paid More vs Made More

YTD

XLUISCHD

+7.0%Year to date+32.3%

15.5%Yield3.0%

+5.0%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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