SCHD vs GPIQ

ASCHD

BGPIQ

Measures won3–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income11.24%GPIQ · $1,124 on $10k

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

Held in common6.0%SCHD and GPIQ

SCHD

GPIQ

Schwab U.S. Dividend Equity ETF · $120BGoldman Sachs Nasdaq-100 Premium Income ETF · $6.1B

+20.0%3 years · per year$17,266 · $17,507+20.5%

+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 · $1,124 on $10k11.24%

−6.9%Worst dropSmaller wins−13.0%

11.7%VolatilityLower wins18.8%

3–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · GPIQ

4.3%TXN1.5%

4.1%AMGN1.2%

4.0%PEP1.0%

3.6%QCOM0.9%

Held in common6.0%

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

Both

5Y2 funds

#			Trend
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	BGPIQ	Goldman Sachs Nasdaq-100 Premium Income ETFRead Desk		0.35%	11.24%	+1.3%	+6.8%	+6.8%	+20.5%	new	−13.0%	$6.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	BGPIQ	Goldman Sachs Nasdaq-100 Premium Income ETFRead Desk		0.35%	11.24%	+1.3%	+6.8%	+6.8%	+20.5%	new	−13.0%	$6.1B

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 GPIQ

SCHD

Schwab U.S. Dividend Equity

$16,267

GPIQ

Goldman Sachs Nasdaq-100 Premium Income

[…]

MeasureSCHDGPIQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield3.00%11.24%

5 years, per year+10.2%[…]

3 years, per year+20.0%+20.5%

Worst drop · 1Y−6.9%−13.0%

Volatility · 1Y11.7%18.8%

3–2measures won
SCHD first

6.0%

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: SCHD, GPIQ

Today

6.0%most shared, SCHD and GPIQ

SCHDGPIQ

SCHD—6.0%

GPIQ6.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,089most kept, GPIQ

GPIQ$1,124 − $35 = $1,089

SCHD$300 − $6 = $294

KeptFee

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