GPIX vs SDVD

AGPIX

BSDVD

Measures won4–1GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income9.15%SDVD · $915 on $10k

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

Held in common1.7%GPIX and SDVD

GPIX

SDVD

Goldman Sachs S&P 500 Premium Income ETF · $6.4BFT Vest SMID Rising Dividend Achievers Target Income ETF · $903M

+20.0%3 years · per year$17,262 · $16,418+18.0%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $85 on $10k · lower wins0.85%

8.65%12-mo yield$865 · $915 on $10k9.15%

−7.7%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins14.4%

4–1GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · SDVD

0.1%HPE0.2%

0.1%IBKR0.8%

0.1%FIX0.4%

0.1%WSM1.1%

Held in common1.7%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	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
3	BSDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	9.15%	−2.7%	+11.9%	+15.7%	+18.0%	new	−8.9%	$903M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	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
3	BSDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	9.15%	−2.7%	+11.9%	+15.7%	+18.0%	new	−8.9%	$903M

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 SDVD

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

SDVD

FT Vest SMID Rising Dividend Achievers Target Income

[…]

MeasureGPIXSDVD

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield8.65%9.15%

5 years, per year[…][…]

3 years, per year+20.0%+18.0%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y11.9%14.4%

4–1measures won
GPIX first

1.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GPIX, SDVD, SCHD

Today

8.2%most shared, GPIX and SCHD

GPIXSDVDSCHD

GPIX—1.7%8.2%

SDVD1.7%—4.4%

SCHD8.2%4.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$830most kept, SDVD

SDVD$915 − $85 = $830

GPIX$865 − $35 = $830

SCHD$298 − $6 = $292

KeptFee

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