BALI vs GPIX

ABALI

BGPIX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.62%GPIX · $862 on $10k

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

Held in common56.2%BALI and GPIX

BALI

GPIX

iShares U.S. Large Cap Premium Income Active ETF · $1.5BGoldman Sachs S&P 500 Premium Income ETF · $6.5B

+19.6%3 years · per year$17,088 · $17,136+19.7%

[…]5 years · per year[…]

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

8.10%12-mo yield$810 · $862 on $10k8.62%

−6.7%Worst dropSmaller wins−7.7%

11.4%VolatilityLower wins11.9%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBALI · GPIX

6.6%AAPL7.9%

6.3%NVDA7.0%

5.8%MSFT6.3%

3.5%AMZN4.0%

Held in common56.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk	0.35%	8.10%	+0.3%	+10.8%	+12.7%	+19.6%	new	−6.7%	$1.5B
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.62%	+0.3%	+9.3%	+10.9%	+19.7%	new	−7.7%	$6.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk	0.35%	8.10%	+0.3%	+10.8%	+12.7%	+19.6%	new	−6.7%	$1.5B
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.62%	+0.3%	+9.3%	+10.9%	+19.7%	new	−7.7%	$6.5B

End-of-day Nov 6, 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

Yield8.10%8.62%

5 years, per year[…][…]

3 years, per year+19.6%+19.7%

Worst drop · 1Y−6.7%−7.7%

Volatility · 1Y11.4%11.9%

2–2measures won
level

56.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BALI, GPIX, SCHD

Today

56.2%most shared, BALI and GPIX

BALIGPIXSCHD

BALI—56.2%14.4%

GPIX56.2%—8.4%

SCHD14.4%8.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

BALI$810 − $35 = $775

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee