GPRF vs SCHD

AGPRF

BSCHD

Measures won3–1GPRF wins · of 6 · 5Y

$10,000 · 5Y$22,809IAU · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income5.92%GPRF · $592 on $10k

Smallest drop−4.2%GPRF · worst fall in 1Y

Held in common0.0%GPRF and SCHD

GPRF

SCHD

Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF · $167MSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

5.92%12-mo yield$592 · $296 on $10k2.96%

−4.2%Worst dropSmaller wins−6.9%

4.0%VolatilityLower wins11.8%

3–1GPRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPRF · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$61.0B
2	BSCHD	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	AGPRF	Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETFRead Desk	0.45%	5.92%	+0.3%	−0.5%	−0.3%	new	new	−4.2%	$167M

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	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$61.0B
2	BSCHD	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	AGPRF	Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETFRead Desk	0.45%	5.92%	+0.3%	−0.5%	−0.3%	new	new	−4.2%	$167M

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

GPRF vs SCHD

GPRF

Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureGPRFSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield5.92%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−4.2%−6.9%

Volatility · 1Y4.0%11.8%

3–1measures won
GPRF first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM 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

Overlap: GPRF, SCHD, IAU

Today

0.0%most shared, GPRF and SCHD

GPRFSCHDIAU

GPRF—0.0%[…]

SCHD0.0%—[…]

IAU[…][…]—

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

Income After Fees on $10,000

$547most kept, GPRF

GPRF$592 − $45 = $547

SCHD$296 − $6 = $290

IAU$0 − $25 = −$25

KeptFee

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