DGRO vs GPIX

ADGRO

BGPIX

Measures won4–1DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income8.62%GPIX · $862 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common41.4%DGRO and GPIX

DGRO

GPIX

iShares Core Dividend Growth ETF · $44.7BGoldman Sachs S&P 500 Premium Income ETF · $6.3B

+20.7%3 years · per year$17,593 · $17,136+19.7%

+11.0%5 years · per year$16,835 · […][…]

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

1.87%12-mo yield$187 · $862 on $10k8.62%

−6.5%Worst dropSmaller wins−7.7%

10.2%VolatilityLower wins11.9%

4–1DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDGRO · GPIX

3.2%MSFT6.3%

3.1%AAPL7.9%

2.2%AVGO2.0%

1.4%LLY1.7%

Held in common41.4%

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

Both

5Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	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%	$6.3B

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

Both

5Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	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%	$6.3B

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

DGRO vs GPIX

DGRO

iShares Core Dividend Growth

$16,835

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureDGROGPIX

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.87%8.62%

5 years, per year+11.0%[…]

3 years, per year+20.7%+19.7%

Worst drop · 1Y−6.5%−7.7%

Volatility · 1Y10.2%11.9%

4–1measures won
DGRO first

41.4%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: DGRO, GPIX

Today

41.4%most shared, DGRO and GPIX

DGROGPIX

DGRO—41.4%

GPIX41.4%—

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

DGRO$187 − $8 = $179

KeptFee

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