GPIX vs BALI

AGPIX

BBALI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income8.62%GPIX · $862 on $10k

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

Held in common56.2%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

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

[…]5 years · per year[…]

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

8.62%12-mo yield$862 · $810 on $10k8.10%

−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

7.9%AAPL6.6%

7.0%NVDA6.3%

6.3%MSFT5.8%

4.0%AMZN3.5%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AGPIX	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
3	BBALI	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

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AGPIX	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
3	BBALI	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

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

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

Yield8.62%8.10%

5 years, per year[…][…]

3 years, per year+19.7%+19.6%

Worst drop · 1Y−7.7%−6.7%

Volatility · 1Y11.9%11.4%

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GPIX, BALI, VIG

Today

56.2%most shared, GPIX and BALI

GPIXBALIVIG

GPIX—56.2%40.7%

BALI56.2%—40.4%

VIG40.7%40.4%—

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

VIG$150 − $4 = $146

KeptFee

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