GPIX vs RECS

AGPIX

BRECS

Measures won3–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS · DGRO $17,131

Lowest cost0.06%SCHD · $6 on $10k

Most income8.43%GPIX · $843 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common36.8%GPIX and RECS

GPIX

RECS

Goldman Sachs S&P 500 Premium Income ETF · $6.3BColumbia Research Enhanced Core ETF · $6.0B

+19.9%3 years · per year$17,221 · $18,237+22.2%

[…]5 years · per year[…] · $18,097+12.6%

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

8.43%12-mo yield$843 · $102 on $10k1.02%

−7.7%Worst dropSmaller wins−8.8%

12.1%VolatilityLower wins12.6%

3–2GPIX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGPIX · RECS

7.8%AAPL12.8%

7.1%NVDA10.6%

2.2%META4.2%

1.2%MU1.7%

Held in common36.8%

End-of-day Nov 9, 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	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.43%	+2.2%	+11.7%	+14.4%	+19.9%	new	−7.7%	$6.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.43%	+2.2%	+11.7%	+14.4%	+19.9%	new	−7.7%	$6.3B

End-of-day Nov 9, 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

$18,097

MeasureGPIXRECS

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield8.43%1.02%

5 years, per year[…]+12.6%

3 years, per year+19.9%+22.2%

Worst drop · 1Y−7.7%−8.8%

Volatility · 1Y12.1%12.6%

3–2measures won
GPIX first

36.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GPIX, RECS, SCHD, DGRO

Today

41.3%most shared, GPIX and DGRO

GPIXRECSSCHDDGRO

GPIX—36.8%8.3%41.3%

RECS36.8%—8.4%20.4%

SCHD8.3%8.4%—21.3%

DGRO41.3%20.4%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$808most kept, GPIX

GPIX$843 − $35 = $808

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

RECS$102 − $15 = $87

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee