GPIX vs VUG

AGPIX

BVUG

Measures won3–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income8.41%GPIX · $841 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common54.1%GPIX and VUG

GPIX

VUG

Goldman Sachs S&P 500 Premium Income ETF · $6.3BVanguard Morningstar Growth ETF · $233B

+20.0%3 years · per year$17,262 · $18,569+22.9%

[…]5 years · per year[…] · $16,565+10.6%

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

8.41%12-mo yield$841 · $41 on $10k0.41%

−7.7%Worst dropSmaller wins−15.1%

12.1%VolatilityLower wins19.1%

3–2GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · VUG

7.9%AAPL12.5%

7.0%NVDA13.5%

6.3%MSFT9.7%

4.0%AMZN4.3%

Held in common54.1%

End-of-day Nov 9, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.41%	+2.5%	+12.0%	+14.7%	+20.0%	new	−7.7%	$6.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.41%	+2.5%	+12.0%	+14.7%	+20.0%	new	−7.7%	$6.3B

End-of-day Nov 9, 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

$16,565

MeasureGPIXVUG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield8.41%0.41%

5 years, per year[…]+10.6%

3 years, per year+20.0%+22.9%

Worst drop · 1Y−7.7%−15.1%

Volatility · 1Y12.1%19.1%

3–2measures won
GPIX first

54.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GPIX, VUG, VYM

Today

54.1%most shared, GPIX and VUG

GPIXVUGVYM

GPIX—54.1%33.1%

VUG54.1%—7.2%

VYM33.1%7.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$806most kept, GPIX

GPIX$841 − $35 = $806

VYM$226 − $4 = $222

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee