GPIX vs VTV

AGPIX

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income8.62%GPIX · $862 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common42.1%GPIX and VTV

GPIX

VTV

Goldman Sachs S&P 500 Premium Income ETF · $6.5BVanguard Morningstar Value ETF · $184B

+19.7%3 years · per year$17,136 · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

8.62%12-mo yield$862 · $187 on $10k1.87%

−7.7%Worst dropSmaller wins−6.4%

11.9%VolatilityLower wins10.7%

1–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsGPIX · VTV

1.7%BRK-B2.9%

1.4%JPM3.3%

1.2%MU4.6%

1.1%XOM2.6%

Held in common42.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.62%	+0.3%	+9.3%	+10.9%	+19.7%	new	−7.7%	$6.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.62%	+0.3%	+9.3%	+10.9%	+19.7%	new	−7.7%	$6.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GPIX vs VTV

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

VTV

Vanguard Morningstar Value

$17,585

MeasureGPIXVTV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield8.62%1.87%

5 years, per year[…]+12.0%

3 years, per year+19.7%+20.9%

Worst drop · 1Y−7.7%−6.4%

Volatility · 1Y11.9%10.7%

4–1measures won
VTV first

42.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GPIX, VTV

Today

42.1%most shared, GPIX and VTV

GPIXVTV

GPIX—42.1%

VTV42.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

VTV$187 − $3 = $184

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee