XLSR vs GPIX

AXLSR

BGPIX

Measures won0–5GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · XLSR $15,519

Lowest cost0.06%SCHD · $6 on $10k

Most income8.29%GPIX · $829 on $10k

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

Held in common20.6%XLSR and GPIX

XLSR

GPIX

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

+19.0%3 years · per year$16,861 · $18,093+21.9%

+9.2%5 years · per year$15,519 · […][…]

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

0.40%12-mo yield$40 · $829 on $10k8.29%

−11.1%Worst dropSmaller wins−7.7%

13.8%VolatilityLower wins11.2%

0–5GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSR · GPIX

3.8%NVDA7.8%

3.7%AAPL7.4%

3.6%GOOGL3.4%

2.8%MSFT6.0%

Held in common20.6%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.29%	+1.5%	+13.6%	+14.6%	+21.9%	new	−7.7%	$6.4B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.29%	+1.5%	+13.6%	+14.6%	+21.9%	new	−7.7%	$6.4B

End-of-day Nov 4, 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

$15,519

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureXLSRGPIX

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.40%8.29%

5 years, per year+9.2%[…]

3 years, per year+19.0%+21.9%

Worst drop · 1Y−11.1%−7.7%

Volatility · 1Y13.8%11.2%

5–0measures won
GPIX first

20.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XLSR, GPIX, SCHD

Today

20.6%most shared, XLSR and GPIX

XLSRGPIXSCHD

XLSR—20.6%0.1%

GPIX20.6%—8.2%

SCHD0.1%8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$794most kept, GPIX

GPIX$829 − $35 = $794

SCHD$291 − $6 = $285

XLSR$40 − $70 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee