BALQ vs GPIX

ABALQ

BGPIX

Measures won1–0BALQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%BALQ · $35 on $10k

Most income9.54%BALQ · $954 on $10k

Smallest drop−7.7%GPIX · worst fall in 1Y

Held in common49.0%BALQ and GPIX

BALQ

GPIX

iShares Nasdaq Premium Income Active ETF · $43MGoldman Sachs S&P 500 Premium Income ETF · $6.4B

[…]3 years · per year[…] · $18,093+21.9%

[…]5 years · per year[…]

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

9.54%12-mo yield$954 · $829 on $10k8.29%

[…]Worst dropSmaller wins−7.7%

[…]VolatilityLower wins11.2%

1–0BALQ wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsBALQ · GPIX

8.3%NVDA7.8%

7.8%AAPL7.4%

7.5%MSFT6.0%

5.0%AMZN3.8%

Held in common49.0%

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	ABALQ	iShares Nasdaq Premium Income Active ETFRead Desk		0.35%	9.54%	+0.8%	+16.2%	new	new	new	[…]	$43M
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	ABALQ	iShares Nasdaq Premium Income Active ETFRead Desk		0.35%	9.54%	+0.8%	+16.2%	new	new	new	[…]	$43M
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

BALQ vs GPIX

BALQ

iShares Nasdaq Premium Income Active

[…]

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureBALQGPIX

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield9.54%8.29%

5 years, per year[…][…]

3 years, per year[…]+21.9%

Worst drop · 1Y[…]−7.7%

Volatility · 1Y[…]11.2%

1–0measures won
BALQ first

49.0%

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: BALQ, GPIX

Today

49.0%most shared, BALQ and GPIX

BALQGPIX

BALQ—49.0%

GPIX49.0%—

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

Income After Fees on $10,000

$919most kept, BALQ

BALQ$954 − $35 = $919

GPIX$829 − $35 = $794

KeptFee

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