GPIX vs XLSR

AGPIX

BXLSR

Measures won5–0GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income8.43%GPIX · $843 on $10k

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

Held in common20.5%GPIX and XLSR

GPIX

XLSR

Goldman Sachs S&P 500 Premium Income ETF · $6.3BState Street US Sector Rotation ETF · $1.0B

+19.9%3 years · per year$17,221 · $15,956+16.9%

[…]5 years · per year[…] · $15,072+8.6%

0.35%Expense ratio$35 · $70 on $10k · lower wins0.70%

8.43%12-mo yield$843 · $41 on $10k0.41%

−7.7%Worst dropSmaller wins−11.1%

12.1%VolatilityLower wins14.6%

5–0GPIX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGPIX · XLSR

7.8%AAPL4.1%

7.1%NVDA3.7%

3.5%GOOGL3.3%

6.2%MSFT3.1%

Held in common20.5%

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 Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.41%	+1.7%	+4.7%	+7.9%	+16.9%	+8.6%	−11.1%	$1.0B
4	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.43%	+2.2%	+11.7%	+14.4%	+19.9%	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 Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.41%	+1.7%	+4.7%	+7.9%	+16.9%	+8.6%	−11.1%	$1.0B
4	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.43%	+2.2%	+11.7%	+14.4%	+19.9%	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 XLSR

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

XLSR

US Sector Rotation

$15,072

MeasureGPIXXLSR

Fee0.35%0.70%

Cost on $10k a year$35$70

Yield8.43%0.41%

5 years, per year[…]+8.6%

3 years, per year+19.9%+16.9%

Worst drop · 1Y−7.7%−11.1%

Volatility · 1Y12.1%14.6%

5–0measures won
GPIX first

20.5%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: GPIX, XLSR, SCHD, VIG

Today

40.6%most shared, GPIX and VIG

GPIXXLSRSCHDVIG

GPIX—20.5%8.3%40.6%

XLSR20.5%—0.1%8.5%

SCHD8.3%0.1%—14.5%

VIG40.6%8.5%14.5%—

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

Income After Fees on $10,000

$808most kept, GPIX

GPIX$843 − $35 = $808

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

XLSR$41 − $70 = −$29

KeptFee

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