XLSR vs GPIX

AXLSR

BGPIX

Measures won0–5GPIX wins · of 6 · 5Y

$10,000 · 5Y$14,938XLSR · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income8.39%GPIX · $839 on $10k

Smallest drop−7.7%GPIX · worst fall in 1Y

Held in common20.3%XLSR and GPIX

State Street US Sector Rotation ETF · $1.1BGoldman Sachs S&P 500 Premium Income ETF · $6.5B

+16.6%3 years · per year$15,839 · $17,153+19.7%

+8.4%5 years · per year$14,938 · […][…]

0.70%Expense ratio$70 · $35 on $10k · lower wins0.35%

0.41%12-mo yield$41 · $839 on $10k

Cards for this view

XLSR

US Sector Rotation

$14,938

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureXLSRGPIX

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.41%8.39%

5 years, per year+8.4%[…]

3 years, per year+16.6%+19.7%

Worst drop · 1Y−11.1%−7.7%

Volatility · 1Y14.5%

#
1	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.41%	−0.4%	+5.3%	+6.3%	+16.6%	+8.4%	−11.1%	$1.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.39%	−0.3%	+12.3%	+13.1%	+19.7%	new	−7.7%	$6.5B

#
1	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.41%	−0.4%	+5.3%	+6.3%	+16.6%	+8.4%	−11.1%	$1.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.39%	−0.3%	+12.3%	+13.1%	+19.7%	new	−7.7%	$6.5B

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