SDVD vs GPIX

ASDVD

BGPIX

Measures won1–4GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income9.15%SDVD · $915 on $10k

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

Held in common1.7%SDVD and GPIX

SDVD

GPIX

FT Vest SMID Rising Dividend Achievers Target Income ETF · $919MGoldman Sachs S&P 500 Premium Income ETF · $6.5B

+18.0%3 years · per year$16,418 · $17,262+20.0%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $35 on $10k · lower wins0.35%

9.15%12-mo yield$915 · $865 on $10k8.65%

−8.9%Worst dropSmaller wins−7.7%

14.4%VolatilityLower wins11.9%

1–4GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSDVD · GPIX

0.2%HPE0.1%

0.8%IBKR0.1%

0.4%FIX0.1%

1.1%WSM0.1%

Held in common1.7%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	9.15%	−2.7%	+11.9%	+15.7%	+18.0%	new	−8.9%	$919M
3	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%	$6.5B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	9.15%	−2.7%	+11.9%	+15.7%	+18.0%	new	−8.9%	$919M
3	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%	$6.5B

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

SDVD vs GPIX

SDVD

FT Vest SMID Rising Dividend Achievers Target Income

[…]

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureSDVDGPIX

Fee0.85%0.35%

Cost on $10k a year$85$35

Yield9.15%8.65%

5 years, per year[…][…]

3 years, per year+18.0%+20.0%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y14.4%11.9%

4–1measures won
GPIX first

1.7%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SDVD, GPIX, SCHD

Today

8.2%most shared, GPIX and SCHD

SDVDGPIXSCHD

SDVD—1.7%4.4%

GPIX1.7%—8.2%

SCHD4.4%8.2%—

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

Income After Fees on $10,000

$830most kept, SDVD

SDVD$915 − $85 = $830

GPIX$865 − $35 = $830

SCHD$298 − $6 = $292

KeptFee

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