XLSR vs GPIX

AXLSR

BGPIX

Measures won0–5GPIX wins · of 6 · 5Y

$10,000 · 5Y$17,792RECS · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income8.65%GPIX · $865 on $10k

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

Held in common20.5%XLSR and GPIX

XLSR

GPIX

State Street US Sector Rotation ETF · $1.1BGoldman Sachs S&P 500 Premium Income ETF · $6.4B

+17.0%3 years · per year$16,015 · $17,262+20.0%

+8.1%5 years · per year$14,735 · […][…]

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

0.42%12-mo yield$42 · $865 on $10k8.65%

−11.1%Worst dropSmaller wins−7.7%

14.5%VolatilityLower wins11.9%

0–5GPIX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXLSR · GPIX

4.0%AAPL7.7%

3.8%NVDA7.4%

3.2%GOOGL3.4%

3.1%MSFT6.3%

Held in common20.5%

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 Four

5Y4 funds

#
1	RECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B
4	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

All Four

5Y4 funds

#
1	RECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B
4	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

XLSR vs GPIX

XLSR

US Sector Rotation

$14,735

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureXLSRGPIX

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.42%8.65%

5 years, per year+8.1%[…]

3 years, per year+17.0%+20.0%

Worst drop · 1Y−11.1%−7.7%

Volatility · 1Y14.5%11.9%

5–0measures won
GPIX first

20.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: XLSR, GPIX, RECS, VUG

Today

54.9%most shared, GPIX and VUG

XLSRGPIXRECSVUG

XLSR—20.5%13.0%21.6%

GPIX20.5%—37.0%54.9%

RECS13.0%37.0%—36.9%

VUG21.6%54.9%36.9%—

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

RECS$104 − $15 = $89

VUG$43 − $3 = $40

XLSR$42 − $70 = −$28

KeptFee

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