BALI vs GPIX

ABALI

BGPIX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%BALI · $35 on $10k

Most income8.29%GPIX · $829 on $10k

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

Held in common56.6%BALI and GPIX

BALI

GPIX

iShares U.S. Large Cap Premium Income Active ETF · $1.6BGoldman Sachs S&P 500 Premium Income ETF · $6.4B

+21.8%3 years · per year$18,068 · $18,093+21.9%

[…]5 years · per year[…]

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

7.78%12-mo yield$778 · $829 on $10k8.29%

−6.7%Worst dropSmaller wins−7.7%

10.6%VolatilityLower wins11.2%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsBALI · GPIX

7.0%NVDA7.8%

6.2%AAPL7.4%

5.5%MSFT6.0%

3.3%AMZN3.8%

Held in common56.6%

End-of-day Nov 4, 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%	7.78%	+1.3%	+15.4%	+16.6%	+21.8%	new	−6.7%	$1.6B
2	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.29%	+1.5%	+13.6%	+14.6%	+21.9%	new	−7.7%	$6.4B

End-of-day Nov 4, 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%	7.78%	+1.3%	+15.4%	+16.6%	+21.8%	new	−6.7%	$1.6B
2	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.29%	+1.5%	+13.6%	+14.6%	+21.9%	new	−7.7%	$6.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BALI vs GPIX

BALI

iShares U.S. Large Cap Premium Income Active

[…]

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureBALIGPIX

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield7.78%8.29%

5 years, per year[…][…]

3 years, per year+21.8%+21.9%

Worst drop · 1Y−6.7%−7.7%

Volatility · 1Y10.6%11.2%

2–2measures won
level

56.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BALI, GPIX

Today

56.6%most shared, BALI and GPIX

BALIGPIX

BALI—56.6%

GPIX56.6%—

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

Income After Fees on $10,000

$794most kept, GPIX

GPIX$829 − $35 = $794

BALI$778 − $35 = $743

KeptFee

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