OCTJ vs GPIX

AOCTJ

BGPIX

Measures won2–3GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.62%GPIX · $862 on $10k

Smallest drop−1.3%OCTJ · worst fall in 1Y

Held in common[…]OCTJ and GPIX

OCTJ

GPIX

Innovator Premium Income 30 Barrier ETF · $15MGoldman Sachs S&P 500 Premium Income ETF · $6.3B

+5.6%3 years · per year$11,764 · $17,136+19.7%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

5.34%12-mo yield$534 · $862 on $10k8.62%

−1.3%Worst dropSmaller wins−7.7%

2.8%VolatilityLower wins11.9%

2–3GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOCTJ · GPIX

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

Held in common[…]

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 Three

5Y3 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	AOCTJ	Innovator Premium Income 30 Barrier ETFRead Desk	0.79%	5.34%	+0.1%	+3.4%	+4.6%	+5.6%	new	−1.3%	$15M
3	BGPIX	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 Three

5Y3 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	AOCTJ	Innovator Premium Income 30 Barrier ETFRead Desk	0.79%	5.34%	+0.1%	+3.4%	+4.6%	+5.6%	new	−1.3%	$15M
3	BGPIX	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

OCTJ vs GPIX

OCTJ

Innovator Premium Income 30 Barrier

[…]

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureOCTJGPIX

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield5.34%8.62%

5 years, per year[…][…]

3 years, per year+5.6%+19.7%

Worst drop · 1Y−1.3%−7.7%

Volatility · 1Y2.8%11.9%

3–2measures won
GPIX first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: OCTJ, GPIX, SCHD

Today

8.4%most shared, GPIX and SCHD

OCTJGPIXSCHD

OCTJ—[…][…]

GPIX[…]—8.4%

SCHD[…]8.4%—

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

OCTJ$534 − $79 = $455

SCHD$300 − $6 = $294

KeptFee

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