SCHD vs GPIX

ASCHD

BGPIX

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.65%GPIX · $865 on $10k

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

Held in common8.2%SCHD and GPIX

SCHD

GPIX

Schwab U.S. Dividend Equity ETF · $123BGoldman Sachs S&P 500 Premium Income ETF · $6.4B

+20.3%3 years · per year$17,414 · $17,262+20.0%

+10.4%5 years · per year$16,375 · […][…]

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

2.98%12-mo yield$298 · $865 on $10k8.65%

−6.9%Worst dropSmaller wins−7.7%

11.7%VolatilityLower wins11.9%

4–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · GPIX

3.9%CVX0.7%

4.4%PG0.6%

3.9%UNH0.6%

4.2%KO0.6%

Held in common8.2%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.65%	−4.1%	+8.9%	+10.9%	+20.0%	new	−7.7%	$6.4B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.65%	−4.1%	+8.9%	+10.9%	+20.0%	new	−7.7%	$6.4B

End-of-day Nov 5, 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

$16,375

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureSCHDGPIX

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield2.98%8.65%

5 years, per year+10.4%[…]

3 years, per year+20.3%+20.0%

Worst drop · 1Y−6.9%−7.7%

Volatility · 1Y11.7%11.9%

4–1measures won
SCHD first

8.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, GPIX

Today

8.2%most shared, SCHD and GPIX

SCHDGPIX

SCHD—8.2%

GPIX8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee