GPIX vs XLSR

AGPIX

BXLSR

Measures won5–0GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · XLSR $14,735

Lowest cost0.03%VUG · $3 on $10k

Most income8.65%GPIX · $865 on $10k

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

Held in common20.5%GPIX and XLSR

GPIX

XLSR

Goldman Sachs S&P 500 Premium Income ETF · $6.4BState Street US Sector Rotation ETF · $1.1B

+20.0%3 years · per year$17,262 · $16,015+17.0%

[…]5 years · per year[…] · $14,735+8.1%

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

8.65%12-mo yield$865 · $42 on $10k0.42%

−7.7%Worst dropSmaller wins−11.1%

11.9%VolatilityLower wins14.5%

5–0GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPIX · XLSR

7.7%AAPL4.0%

7.4%NVDA3.8%

3.4%GOOGL3.2%

6.3%MSFT3.1%

Held in common20.5%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B
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 XLSR

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

XLSR

US Sector Rotation

$14,735

MeasureGPIXXLSR

Fee0.35%0.70%

Cost on $10k a year$35$70

Yield8.65%0.42%

5 years, per year[…]+8.1%

3 years, per year+20.0%+17.0%

Worst drop · 1Y−7.7%−11.1%

Volatility · 1Y11.9%14.5%

5–0measures won
GPIX first

20.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

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, XLSR, VUG

Today

54.9%most shared, GPIX and VUG

GPIXXLSRVUG

GPIX—20.5%54.9%

XLSR20.5%—21.6%

VUG54.9%21.6%—

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

VUG$43 − $3 = $40

XLSR$42 − $70 = −$28

KeptFee

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