BALI vs GPIQ

ABALI

BGPIQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%BALI · $35 on $10k

Most income11.39%GPIQ · $1,139 on $10k

Smallest drop−6.7%BALI · worst fall in 1Y

Held in common47.5%BALI and GPIQ

BALI

GPIQ

iShares U.S. Large Cap Premium Income Active ETF · $1.5BGoldman Sachs Nasdaq-100 Premium Income ETF · $6.4B

+19.9%3 years · per year$17,224 · $17,581+20.7%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

8.12%12-mo yield$812 · $1,139 on $10k11.39%

−6.7%Worst dropSmaller wins−13.0%

11.4%VolatilityLower wins18.7%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsBALI · GPIQ

6.6%NVDA7.7%

6.4%AAPL8.3%

5.7%MSFT6.8%

3.5%AMZN4.6%

Held in common47.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	8.12%	−4.3%	+10.5%	+12.5%	+19.9%	new	−6.7%	$1.5B
2	BGPIQ	Goldman Sachs Nasdaq-100 Premium Income ETFRead Desk		0.35%	11.39%	−6.2%	+5.4%	+6.0%	+20.7%	new	−13.0%	$6.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	8.12%	−4.3%	+10.5%	+12.5%	+19.9%	new	−6.7%	$1.5B
2	BGPIQ	Goldman Sachs Nasdaq-100 Premium Income ETFRead Desk		0.35%	11.39%	−6.2%	+5.4%	+6.0%	+20.7%	new	−13.0%	$6.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BALI vs GPIQ

BALI

iShares U.S. Large Cap Premium Income Active

[…]

GPIQ

Goldman Sachs Nasdaq-100 Premium Income

[…]

MeasureBALIGPIQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield8.12%11.39%

5 years, per year[…][…]

3 years, per year+19.9%+20.7%

Worst drop · 1Y−6.7%−13.0%

Volatility · 1Y11.4%18.7%

2–2measures won
level

47.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BALI, GPIQ

Today

47.5%most shared, BALI and GPIQ

BALIGPIQ

BALI—47.5%

GPIQ47.5%—

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

Income After Fees on $10,000

$1,104most kept, GPIQ

GPIQ$1,139 − $35 = $1,104

BALI$812 − $35 = $777

KeptFee

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