GPIX vs CGDV

AGPIX

BCGDV

Measures won3–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income8.62%GPIX · $862 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common37.1%GPIX and CGDV

GPIX

CGDV

Goldman Sachs S&P 500 Premium Income ETF · $6.3BCapital Group Dividend Value ETF · $37.9B

+19.7%3 years · per year$17,136 · $18,840+23.5%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

8.62%12-mo yield$862 · $127 on $10k1.27%

−7.7%Worst dropSmaller wins−9.7%

11.9%VolatilityLower wins13.4%

3–2GPIX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGPIX · CGDV

6.3%MSFT7.0%

7.0%NVDA5.7%

4.0%AMZN2.5%

2.2%META3.9%

Held in common37.1%

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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	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
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	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
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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 CGDV

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureGPIXCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield8.62%1.27%

5 years, per year[…][…]

3 years, per year+19.7%+23.5%

Worst drop · 1Y−7.7%−9.7%

Volatility · 1Y11.9%13.4%

3–2measures won
GPIX first

37.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GPIX, CGDV, SCHD, VIG

Today

40.7%most shared, GPIX and VIG

GPIXCGDVSCHDVIG

GPIX—37.1%8.4%40.7%

CGDV37.1%—5.9%29.4%

SCHD8.4%5.9%—14.5%

VIG40.7%29.4%14.5%—

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

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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