GPIX vs SCHD

AGPIX

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SCHD $16,459

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 common8.3%GPIX and SCHD

GPIX

SCHD

Goldman Sachs S&P 500 Premium Income ETF · $6.3BSchwab U.S. Dividend Equity ETF · $122B

+19.9%3 years · per year$17,221 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

8.43%12-mo yield$843 · $296 on $10k2.96%

−7.7%Worst dropSmaller wins−6.9%

12.1%VolatilityLower wins11.8%

2–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · SCHD

0.7%CVX4.0%

0.7%PG4.4%

0.6%KO4.3%

0.6%UNH3.9%

Held in common8.3%

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 Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	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 Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	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 SCHD

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureGPIXSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield8.43%2.96%

5 years, per year[…]+10.5%

3 years, per year+19.9%+19.6%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y12.1%11.8%

3–2measures won
SCHD first

8.3%

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%

$122BAssets$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%

$45.5BAssets$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, SCHD, DGRO

Today

41.3%most shared, GPIX and DGRO

GPIXSCHDDGRO

GPIX—8.3%41.3%

SCHD8.3%—21.3%

DGRO41.3%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

KeptFee

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