GPIX vs BALI

AGPIX

BBALI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.65%GPIX · $865 on $10k

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

Held in common56.9%GPIX and BALI

GPIX

BALI

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

+20.0%3 years · per year$17,262 · $17,224+19.9%

[…]5 years · per year[…]

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

8.65%12-mo yield$865 · $812 on $10k8.12%

−7.7%Worst dropSmaller wins−6.7%

11.9%VolatilityLower wins11.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · BALI

7.4%NVDA6.6%

7.7%AAPL6.4%

6.3%MSFT5.7%

4.0%AMZN3.5%

Held in common56.9%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.65%	−4.1%	+8.9%	+10.9%	+20.0%	new	−7.7%	$6.5B
3	BBALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk	0.35%	8.12%	−4.3%	+10.5%	+12.5%	+19.9%	new	−6.7%	$1.5B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.65%	−4.1%	+8.9%	+10.9%	+20.0%	new	−7.7%	$6.5B
3	BBALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk	0.35%	8.12%	−4.3%	+10.5%	+12.5%	+19.9%	new	−6.7%	$1.5B

End-of-day Nov 5, 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

Yield8.65%8.12%

5 years, per year[…][…]

3 years, per year+20.0%+19.9%

Worst drop · 1Y−7.7%−6.7%

Volatility · 1Y11.9%11.4%

2–2measures won
level

56.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GPIX, BALI, SCHD

Today

56.9%most shared, GPIX and BALI

GPIXBALISCHD

GPIX—56.9%8.2%

BALI56.9%—14.2%

SCHD8.2%14.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

BALI$812 − $35 = $777

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee