GPIX vs XLSR

AGPIX

BXLSR

Measures won5–0GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income8.62%GPIX · $862 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

+19.7%3 years · per year$17,136 · $15,995+16.9%

[…]5 years · per year[…] · $14,831+8.2%

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

8.62%12-mo yield$862 · $42 on $10k0.42%

−7.7%Worst dropSmaller wins−11.1%

11.9%VolatilityLower wins14.5%

5–0GPIX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGPIX · XLSR

7.9%AAPL4.2%

7.0%NVDA3.6%

3.5%GOOGL3.3%

6.3%MSFT3.2%

Held in common20.5%

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.0B
4	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%	$6.3B

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.0B
4	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%	$6.3B

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 XLSR

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

XLSR

US Sector Rotation

$14,831

MeasureGPIXXLSR

Fee0.35%0.70%

Cost on $10k a year$35$70

Yield8.62%0.42%

5 years, per year[…]+8.2%

3 years, per year+19.7%+16.9%

Worst drop · 1Y−7.7%−11.1%

Volatility · 1Y11.9%14.5%

5–0measures won
GPIX first

20.5%

holdings shared

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

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GPIX, XLSR, VUG, SCHD

Today

54.1%most shared, GPIX and VUG

GPIXXLSRVUGSCHD

GPIX—20.5%54.1%8.4%

XLSR20.5%—21.7%0.1%

VUG54.1%21.7%—0.8%

SCHD8.4%0.1%0.8%—

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

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

XLSR$42 − $70 = −$28

KeptFee

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