GPIX vs RECS

AGPIX

BRECS

Measures won3–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$17,792RECS · IWF $15,330

Lowest cost0.15%RECS · $15 on $10k

Most income8.65%GPIX · $865 on $10k

Smallest drop−7.7%GPIX · worst fall in 1Y

Held in common37.0%GPIX and RECS

GPIX

RECS

Goldman Sachs S&P 500 Premium Income ETF · $6.4BColumbia Research Enhanced Core ETF · $6.1B

+20.0%3 years · per year$17,262 · $18,344+22.4%

[…]5 years · per year[…] · $17,792+12.2%

0.35%Expense ratio$35 · $15 on $10k · lower wins0.15%

8.65%12-mo yield$865 · $104 on $10k1.04%

−7.7%Worst dropSmaller wins−8.8%

11.9%VolatilityLower wins12.5%

3–2GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · RECS

7.7%AAPL12.5%

7.4%NVDA10.9%

2.2%META4.2%

1.4%MU1.8%

Held in common37.0%

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	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	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%	$6.4B

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	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	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%	$6.4B

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 RECS

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

RECS

Columbia Research Enhanced Core

$17,792

MeasureGPIXRECS

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield8.65%1.04%

5 years, per year[…]+12.2%

3 years, per year+20.0%+22.4%

Worst drop · 1Y−7.7%−8.8%

Volatility · 1Y11.9%12.5%

3–2measures won
GPIX first

37.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GPIX, RECS, IWF

Today

55.6%most shared, GPIX and IWF

GPIXRECSIWF

GPIX—37.0%55.6%

RECS37.0%—37.3%

IWF55.6%37.3%—

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

RECS$104 − $15 = $89

IWF$39 − $18 = $21

KeptFee

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