Compare · 3 funds side by side · dividends reinvested

XLUI, GPIX and SCHD

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeXLUI · 15.38% · $1,538 a year on $10k

Story of the three · RiskSmallest drop

XLUI, GPIX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.3

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.39%+12.3%+13.1%+19.7%[…]−7.7%12.1%$6.6B2.0

State Street Utilities Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.38%+8.1%+4.9%[…][…]−12.3%12.1%$70M2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: XLUI 2025 · GPIX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Goldman Sachs S&P 500 Premium Income ETF · $6.6B[…]

GPIX

XLUI

State Street Utilities Select Sector SPDR Premium Income ETF · $70M[…]

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

GPIX

More Ways to See the Pairs

GPIX vs XLUI: Top 5 Holdings

Today

GPIX

27.9%in top 5

XLUI

in top 5102.1%

GPIXStockXLUI

not top 5XLU102.3%

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

Cost, Income and Risk

Fees: XLUI, GPIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLUI0.35%$35

GPIX0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

XLUI

+12.3%Year to dateJan 1 → Nov 12+8.1%

+13.1%1 yearTotal return+4.9%

+19.7%3 years · per year$10,000 became $17,153 · […][…]

[…]5 years · per year[…]

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

8.39%Trailing 12-mo yield$839 · $1,538 a year on $10k15.38%

−7.7%Worst dropSmaller is better−12.3%

12.1%VolatilityLower is calmer12.1%

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

3–1GPIX wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.6%GOOGLnot top 5

not top 5XLU26112-0.0%

not top 5XLU26121-0.0%

not top 5XLU26112-0.0%

not top 5XLU26112-0.1%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

GPIX vs XLUI Returns, Every Period

1Y

Goldman SachsGPIX

+13.1%

past year

XLUISPDR

+4.9%

past year

GPIXXLUIFaded: behind in that period

2–0GPIX wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

GPIX vs XLUI

YTD

Goldman SachsGPIX

+12.3%

XLUISPDR

+8.1%

+12.3%Year to date+8.1%

−7.7%Worst drop · 1Y−12.3%

12.1%Volatility · 1Y12.1%

8.4%Yield15.4%

$6.6BAssets$69.9M

2–1GPIX wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: XLUI, GPIX, SCHD

1Y

15.38%highest, XLUI

FundTrailing yieldYield$10k

XLUI15.38%$1,538

GPIX8.39%$839

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$1,503most kept, XLUI

XLUI$1,538 − $35 = $1,503

GPIX$839 − $35 = $804

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XLUI, GPIX, SCHD

Today

8.2%most shared, GPIX and SCHD

XLUIGPIXSCHD

XLUI—0.0%0.0%

GPIX0.0%—8.2%

SCHD0.0%8.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%12.1% vol

XLUIWorst drop−12.3%12.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLUISCHD

+8.1%Year to date+34.2%

15.4%Yield2.9%

+4.9%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

XLUI, GPIX and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: XLUI, GPIX, SCHD