SPIN vs GPIX

ASPIN

BGPIX

Measures won1–3GPIX 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%SCHD · worst fall in 1Y

Held in common57.5%SPIN and GPIX

SPIN

GPIX

State Street US Equity Premium Income ETF · $46MGoldman Sachs S&P 500 Premium Income ETF · $6.3B

[…]3 years · per year[…] · $17,136+19.7%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%

5.14%12-mo yield$514 · $862 on $10k8.62%

−9.8%Worst dropSmaller wins−7.7%

12.9%VolatilityLower wins11.9%

1–3GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPIN · GPIX

8.4%NVDA7.0%

6.5%AAPL7.9%

8.0%MSFT6.3%

5.2%AMZN4.0%

Held in common57.5%

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	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
2	ASPIN	State Street US Equity Premium Income ETFRead Desk	0.25%	5.14%	+0.4%	+2.8%	+4.6%	new	new	−9.8%	$46M
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	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
2	ASPIN	State Street US Equity Premium Income ETFRead Desk	0.25%	5.14%	+0.4%	+2.8%	+4.6%	new	new	−9.8%	$46M
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

SPIN vs GPIX

SPIN

US Equity Premium Income

[…]

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureSPINGPIX

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield5.14%8.62%

5 years, per year[…][…]

3 years, per year[…]+19.7%

Worst drop · 1Y−9.8%−7.7%

Volatility · 1Y12.9%11.9%

3–1measures won
GPIX first

57.5%

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: SPIN, GPIX, SCHD

Today

57.5%most shared, SPIN and GPIX

SPINGPIXSCHD

SPIN—57.5%5.1%

GPIX57.5%—8.4%

SCHD5.1%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

SPIN$514 − $25 = $489

SCHD$300 − $6 = $294

KeptFee

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