GPIX vs BALI

AGPIX

BBALI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%GPIX · $35 on $10k

Most income8.29%GPIX · $829 on $10k

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

Held in common56.6%GPIX and BALI

GPIX

BALI

Goldman Sachs S&P 500 Premium Income ETF · $6.3BiShares U.S. Large Cap Premium Income Active ETF · $1.5B

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

[…]5 years · per year[…]

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

8.29%12-mo yield$829 · $778 on $10k7.78%

−7.7%Worst dropSmaller wins−6.7%

11.2%VolatilityLower wins10.6%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsGPIX · BALI

7.8%NVDA7.0%

7.4%AAPL6.2%

6.0%MSFT5.5%

3.8%AMZN3.3%

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	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.29%	+1.5%	+13.6%	+14.6%	+21.9%	new	−7.7%	$6.3B
2	BBALI	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%	$1.5B

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	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.29%	+1.5%	+13.6%	+14.6%	+21.9%	new	−7.7%	$6.3B
2	BBALI	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%	$1.5B

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

GPIX vs BALI

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

BALI

iShares U.S. Large Cap Premium Income Active

[…]

MeasureGPIXBALI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield8.29%7.78%

5 years, per year[…][…]

3 years, per year+21.9%+21.8%

Worst drop · 1Y−7.7%−6.7%

Volatility · 1Y11.2%10.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GPIX, BALI

Today

56.6%most shared, GPIX and BALI

GPIXBALI

GPIX—56.6%

BALI56.6%—

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