GPIX vs SCHD

AGPIX

BSCHD

Measures won3–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income8.41%GPIX · $841 on $10k

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

Held in common7.5%GPIX and SCHD

GPIX

SCHD

Goldman Sachs S&P 500 Premium Income ETF · $6.3BSchwab U.S. Dividend Equity ETF · $121B

+21.8%3 years · per year$18,088 · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

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

8.41%12-mo yield$841 · $297 on $10k2.97%

−7.7%Worst dropSmaller wins−6.9%

11.1%VolatilityLower wins11.4%

3–2GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · SCHD

0.7%CVX4.2%

0.6%PG4.3%

0.6%KO4.2%

0.6%UNH3.9%

Held in common7.5%

End-of-day Nov 3, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.41%	+0.4%	+12.0%	+13.1%	+21.8%	new	−7.7%	$6.3B

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.41%	+0.4%	+12.0%	+13.1%	+21.8%	new	−7.7%	$6.3B

End-of-day Nov 3, 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

$16,352

MeasureGPIXSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield8.41%2.97%

5 years, per year[…]+10.3%

3 years, per year+21.8%+21.2%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y11.1%11.4%

3–2measures won
GPIX first

7.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GPIX, SCHD, VIG

Today

40.9%most shared, GPIX and VIG

GPIXSCHDVIG

GPIX—7.5%40.9%

SCHD7.5%—14.5%

VIG40.9%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$806most kept, GPIX

GPIX$841 − $35 = $806

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee