GPIX vs SPYM

AGPIX

BSPYM

Measures won3–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income8.41%GPIX · $841 on $10k

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

Held in common89.6%GPIX and SPYM

GPIX

SPYM

Goldman Sachs S&P 500 Premium Income ETF · $6.3BState Street SPDR Portfolio S&P 500 ETF · $185B

+21.8%3 years · per year$18,088 · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

8.41%12-mo yield$841 · $103 on $10k1.03%

−7.7%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins12.7%

3–2GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · SPYM

7.6%AAPL7.7%

7.6%NVDA7.8%

5.8%MSFT5.9%

3.7%AMZN3.6%

Held in common89.6%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
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 SPYM

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureGPIXSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield8.41%1.03%

5 years, per year[…]+12.2%

3 years, per year+21.8%+24.1%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y11.1%12.7%

3–2measures won
GPIX first

89.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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

Overlap: GPIX, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

GPIXSPYMSPY

GPIX—89.6%89.6%

SPYM89.6%—99.9%

SPY89.6%99.9%—

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

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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