RECS vs GPIX

ARECS

BGPIX

Measures won2–3GPIX wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income8.62%GPIX · $862 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common36.6%RECS and GPIX

RECS

GPIX

Columbia Research Enhanced Core ETF · $6.0BGoldman Sachs S&P 500 Premium Income ETF · $6.3B

+22.2%3 years · per year$18,239 · $17,136+19.7%

+12.2%5 years · per year$17,787 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.04%12-mo yield$104 · $862 on $10k8.62%

−8.8%Worst dropSmaller wins−7.7%

12.5%VolatilityLower wins11.9%

2–3GPIX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsRECS · GPIX

12.9%AAPL7.9%

10.4%NVDA7.0%

4.2%META2.2%

1.6%MU1.2%

Held in common36.6%

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 Four

5Y4 funds

#
1	ARECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.0B
2	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
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	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 Four

5Y4 funds

#
1	ARECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.0B
2	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
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	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

RECS vs GPIX

RECS

Columbia Research Enhanced Core

$17,787

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureRECSGPIX

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.04%8.62%

5 years, per year+12.2%[…]

3 years, per year+22.2%+19.7%

Worst drop · 1Y−8.8%−7.7%

Volatility · 1Y12.5%11.9%

3–2measures won
GPIX first

36.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: RECS, GPIX, SCHD, VIG

Today

40.7%most shared, GPIX and VIG

RECSGPIXSCHDVIG

RECS—36.6%8.5%21.1%

GPIX36.6%—8.4%40.7%

SCHD8.5%8.4%—14.5%

VIG21.1%40.7%14.5%—

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

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

RECS$104 − $15 = $89

KeptFee

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