GPIX vs RECS

AGPIX

BRECS

Measures won3–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$18,659RECS · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income8.29%GPIX · $829 on $10k

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

Held in common37.3%GPIX and RECS

GPIX

RECS

Goldman Sachs S&P 500 Premium Income ETF · $6.3BColumbia Research Enhanced Core ETF · $6.1B

+21.9%3 years · per year$18,093 · $19,202+24.3%

[…]5 years · per year[…] · $18,659+13.3%

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

8.29%12-mo yield$829 · $100 on $10k1.00%

−7.7%Worst dropSmaller wins−8.8%

11.2%VolatilityLower wins12.0%

3–2GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · RECS

7.8%NVDA11.5%

7.4%AAPL12.0%

2.2%META4.2%

1.5%MU2.0%

Held in common37.3%

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

All Three

5Y3 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.00%	+1.6%	+11.4%	+12.2%	+24.3%	+13.3%	−8.8%	$6.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
3	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

End-of-day Nov 4, 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%	1.00%	+1.6%	+11.4%	+12.2%	+24.3%	+13.3%	−8.8%	$6.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
3	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

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 RECS

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

RECS

Columbia Research Enhanced Core

$18,659

MeasureGPIXRECS

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield8.29%1.00%

5 years, per year[…]+13.3%

3 years, per year+21.9%+24.3%

Worst drop · 1Y−7.7%−8.8%

Volatility · 1Y11.2%12.0%

3–2measures won
GPIX first

37.3%

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, RECS, SCHD

Today

37.3%most shared, GPIX and RECS

GPIXRECSSCHD

GPIX—37.3%8.2%

RECS37.3%—8.2%

SCHD8.2%8.2%—

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

SCHD$291 − $6 = $285

RECS$100 − $15 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee