GVIP vs SPY

AGVIP

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · GVIP $15,966

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common28.4%GVIP and SPY

GVIP

SPY

Goldman Sachs Hedge Industry VIP ETF · $542MState Street SPDR S&P 500 ETF · $805B

+25.3%3 years · per year$19,649 · $19,132+24.1%

+9.8%5 years · per year$15,966 · $18,060+12.6%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

0.32%12-mo yield$32 · $99 on $10k0.99%

−17.6%Worst dropSmaller wins−8.9%

24.2%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVIP · SPY

2.5%AAPL7.4%

2.4%MSFT5.9%

2.2%AMZN3.8%

2.4%META2.1%

Held in common28.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AGVIP	Goldman Sachs Hedge Industry VIP ETFRead Desk		0.45%	0.32%	−0.1%	+3.7%	+3.4%	+25.3%	+9.8%	−17.6%	$542M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AGVIP	Goldman Sachs Hedge Industry VIP ETFRead Desk		0.45%	0.32%	−0.1%	+3.7%	+3.4%	+25.3%	+9.8%	−17.6%	$542M

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

GVIP vs SPY

GVIP

Goldman Sachs Hedge Industry VIP

$15,966

SPY

SPDR S&P 500

$18,060

MeasureGVIPSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield0.32%0.99%

5 years, per year+9.8%+12.6%

3 years, per year+25.3%+24.1%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y24.2%12.9%

5–1measures won
SPY first

28.4%

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: GVIP, SPY

Today

28.4%most shared, GVIP and SPY

GVIPSPY

GVIP—28.4%

SPY28.4%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

GVIP$32 − $45 = −$13

KeptFee

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