GPIX vs SPY

AGPIX

BSPY

Measures won3–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income8.65%GPIX · $865 on $10k

Smallest drop−7.7%GPIX · worst fall in 1Y

Held in common90.9%GPIX and SPY

GPIX

SPY

Goldman Sachs S&P 500 Premium Income ETF · $6.5BState Street SPDR S&P 500 ETF · $819B

+20.0%3 years · per year$17,262 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

8.65%12-mo yield$865 · $103 on $10k1.03%

−7.7%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins13.6%

3–2GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · SPY

7.7%AAPL7.7%

7.4%NVDA7.3%

6.3%MSFT6.2%

4.0%AMZN3.9%

Held in common90.9%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	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%	$6.5B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	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%	$6.5B

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 SPY

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

SPY

SPDR S&P 500

$17,099

MeasureGPIXSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield8.65%1.03%

5 years, per year[…]+11.3%

3 years, per year+20.0%+22.0%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y11.9%13.6%

3–2measures won
GPIX first

90.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: GPIX, SPY, IVV

Today

99.9%most shared, SPY and IVV

GPIXSPYIVV

GPIX—90.9%90.8%

SPY90.9%—99.9%

IVV90.8%99.9%—

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

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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