SCHD vs GPIX

ASCHD

BGPIX

Measures won4–1SCHD 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−6.9%PAPI · worst fall in 1Y

Held in common8.4%SCHD and GPIX

SCHD

GPIX

Schwab U.S. Dividend Equity ETF · $120BGoldman Sachs S&P 500 Premium Income ETF · $6.3B

+20.0%3 years · per year$17,266 · $17,136+19.7%

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

3.00%12-mo yield$300 · $862 on $10k8.62%

−6.9%Worst dropSmaller wins−7.7%

11.7%VolatilityLower wins11.9%

4–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · GPIX

4.0%CVX0.7%

4.5%PG0.7%

4.3%KO0.6%

3.9%UNH0.6%

Held in common8.4%

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	ASCHD	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	PAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$552M
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	ASCHD	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	PAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$552M
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

SCHD vs GPIX

SCHD

Schwab U.S. Dividend Equity

$16,267

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureSCHDGPIX

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield3.00%8.62%

5 years, per year+10.2%[…]

3 years, per year+20.0%+19.7%

Worst drop · 1Y−6.9%−7.7%

Volatility · 1Y11.7%11.9%

4–1measures won
SCHD first

8.4%

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

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PAPI, GPIX, SCHD

Today

18.9%most shared, PAPI and GPIX

PAPIGPIXSCHD

PAPI—18.9%17.5%

GPIX18.9%—8.4%

SCHD17.5%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

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

KeptFee

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