GSLC vs SPYM

AGSLC

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · GSLC $17,273

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common74.5%GSLC and SPYM

GSLC

SPYM

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF · $15.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+22.9%3 years · per year$18,564 · $19,186+24.3%

+11.6%5 years · per year$17,273 · $18,126+12.6%

0.09%Expense ratio$9 · $2 on $10k · lower wins0.02%

1.01%12-mo yield$101 · $101 on $10k1.01%

−9.5%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins12.8%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsGSLC · SPYM

7.6%NVDA7.7%

7.4%AAPL7.4%

5.5%MSFT5.9%

3.4%AMZN3.8%

Held in common74.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AGSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFRead Desk		0.09%	1.01%	+1.8%	+11.8%	+12.1%	+22.9%	+11.6%	−9.5%	$15.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AGSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFRead Desk		0.09%	1.01%	+1.8%	+11.8%	+12.1%	+22.9%	+11.6%	−9.5%	$15.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GSLC vs SPYM

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity

$17,273

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureGSLCSPYM

Fee0.09%0.02%

Cost on $10k a year$9$2

Yield1.01%1.01%

5 years, per year+11.6%+12.6%

3 years, per year+22.9%+24.3%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y12.4%12.8%

4–1measures won
SPYM first

74.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: GSLC, SPYM

Today

74.5%most shared, GSLC and SPYM

GSLCSPYM

GSLC—74.5%

SPYM74.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

GSLC$101 − $9 = $92

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee