GPIX vs VUG

AGPIX

BVUG

Measures won3–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income8.65%GPIX · $865 on $10k

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

Held in common54.9%GPIX and VUG

GPIX

VUG

Goldman Sachs S&P 500 Premium Income ETF · $6.4BVanguard Morningstar Growth ETF · $233B

+20.0%3 years · per year$17,262 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

8.65%12-mo yield$865 · $43 on $10k0.43%

−7.7%Worst dropSmaller wins−15.1%

11.9%VolatilityLower wins19.0%

3–2GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · VUG

7.7%AAPL12.5%

7.4%NVDA13.5%

6.3%MSFT9.7%

4.0%AMZN4.3%

Held in common54.9%

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	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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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%	$6.4B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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%	$6.4B

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 VUG

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureGPIXVUG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield8.65%0.43%

5 years, per year[…]+9.9%

3 years, per year+20.0%+22.8%

Worst drop · 1Y−7.7%−15.1%

Volatility · 1Y11.9%19.0%

3–2measures won
GPIX first

54.9%

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

Overlap: GPIX, VUG, SCHD

Today

54.9%most shared, GPIX and VUG

GPIXVUGSCHD

GPIX—54.9%8.2%

VUG54.9%—0.8%

SCHD8.2%0.8%—

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

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

KeptFee

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