XLUI vs GPIX

AXLUI

BGPIX

Measures won1–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income15.54%XLUI · $1,554 on $10k

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

Held in common0.0%XLUI and GPIX

XLUI

GPIX

State Street Utilities Select Sector SPDR Premium Income ETF · $68MGoldman Sachs S&P 500 Premium Income ETF · $6.3B

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

[…]5 years · per year[…]

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

15.54%12-mo yield$1,554 · $862 on $10k8.62%

−12.3%Worst dropSmaller wins−7.7%

12.1%VolatilityLower wins11.9%

1–2GPIX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXLUI · GPIX

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Four

5Y4 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AXLUI	State Street Utilities Select Sector SPDR Premium Income ETFRead Desk	0.35%	15.54%	0.0%	+7.0%	+4.8%	new	new	−12.3%	$68M
4	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 Four

5Y4 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AXLUI	State Street Utilities Select Sector SPDR Premium Income ETFRead Desk	0.35%	15.54%	0.0%	+7.0%	+4.8%	new	new	−12.3%	$68M
4	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

XLUI vs GPIX

XLUI

Utilities Select Sector SPDR Premium Income

[…]

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureXLUIGPIX

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield15.54%8.62%

5 years, per year[…][…]

3 years, per year[…]+19.7%

Worst drop · 1Y−12.3%−7.7%

Volatility · 1Y12.1%11.9%

2–1measures won
GPIX first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XLUI, GPIX, VIG, SCHD

Today

40.7%most shared, GPIX and VIG

XLUIGPIXVIGSCHD

XLUI—0.0%0.0%0.0%

GPIX0.0%—40.7%8.4%

VIG0.0%40.7%—14.5%

SCHD0.0%8.4%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,519most kept, XLUI

XLUI$1,554 − $35 = $1,519

GPIX$862 − $35 = $827

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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