GPIX vs IYR
Comparison between GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
GPIX vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GPIX
$4.70B
IYR
$4.70B
Expense Ratio
Winner
GPIX
0.29%
IYR
0.38%
Max Drawdown
Winner
GPIX
18.70%
IYR
76.51%
Sharpe Ratio
Winner
GPIX
1.54
IYR
0.56
5Y Beta
GPIX
0.88
Winner
IYR
0.47
P/E Ratio
Winner
GPIX
25.80
IYR
32.28
Forward P/E
Winner
GPIX
20.40
IYR
30.86
PEG Ratio
Winner
GPIX
0.28
IYR
0.29
5Y Dividends CAGR
GPIX
N/A
IYR
1.32%
5Y EPS CAGR
Winner
GPIX
29.07%
IYR
7.26%
Debt to Equity
GPIX
74.18%
Winner
IYR
38.73%
P/S Ratio
Winner
GPIX
3.54
IYR
5.94
P/B Ratio
GPIX
5.45
Winner
IYR
2.73
GPIX vs IYR - Holdings Comparison
GPIX and IYR have 31 common holdings. Overlap is 1.42%
GPIX's top 25 holdings weight is 49.31%. IYR's top 25 holdings weight is 76.08%.
| Rank | GPIX | IYR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.89% | WELLTOWER INC (WELL) - 11.37% |
| #2 | APPLE INC (AAPL) - 7.37% | PROLOGIS INC (PLD) - 9.34% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 4.24% | SIMON PROPERTY GROUP INC (SPG) - 4.68% |
| #4 | MICROSOFT CORP (MSFT) - 4.13% | DIGITAL REALTY TRUST INC (DLR) - 4.46% |
| #5 | AMAZON.COM INC (AMZN) - 3.59% | EQUINIX INC (EQIX) - 4.34% |
| #6 | BROADCOM INC (AVGO) - 2.96% | REALTY INCOME CORP (O) - 4.33% |
| #7 | META PLATFORMS INC CLASS A (META) - 1.99% | AMERICAN TOWER CORP (AMT) - 3.73% |
| #8 | TESLA INC (TSLA) - 1.68% | PUBLIC STORAGE (PSA) - 3.71% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.58% | VENTAS INC (VTR) - 3.39% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.47% | CBRE GROUP INC CLASS A (CBRE) - 2.90% |
| #11 | ELI LILLY AND CO (LLY) - 1.45% | IRON MOUNTAIN INC (IRM) - 2.67% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.44% | CROWN CASTLE INC (CCI) - 2.38% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.42% | EXTRA SPACE STORAGE INC (EXR) - 2.20% |
| #14 | ALPHABET INC CLASS C (GOOG) - 1.36% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.08% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.05% | AVALONBAY COMMUNITIES INC (AVB) - 1.89% |
| #16 | VISA INC CLASS A (V) - 0.98% | EQUITY RESIDENTIAL (EQR) - 1.66% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.96% | ESSEX PROPERTY TRUST INC (ESS) - 1.35% |
| #18 | WALMART INC (WMT) - 0.81% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.34% |
| #19 | INTEL CORP (INTC) - 0.76% | KIMCO REALTY CORP (KIM) - 1.26% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.73% | WEYERHAEUSER CO (WY) - 1.22% |
| #21 | QUALCOMM INC (QCOM) - 0.30% | W.P. CAREY INC (WPC) - 1.20% |
| #22 | BOEING CO (BA) - 0.29% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.19% |
| #23 | AT&T INC (T) - 0.29% | INVITATION HOMES INC (INVH) - 1.17% |
| #24 | VERIZON COMMUNICATIONS INC (VZ) - 0.29% | HOST HOTELS & RESORTS INC (HST) - 1.11% |
| #25 | EATON CORP PLC (ETN) - 0.28% | HEALTHPEAK PROPERTIES INC (DOC) - 1.11% |
| Total Holdings | 452 | 64 |
GPIX vs IYR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GPIX
+1.87%
IYR
+0.93%
3M
Winner
GPIX
+4.89%
IYR
+1.38%
6M
Winner
GPIX
+10.85%
IYR
+7.51%
1Y
Winner
GPIX
+21.65%
IYR
+11.94%
5Y(CAGR)
GPIX
N/A
IYR
+2.04%
10Y(CAGR)
GPIX
N/A
IYR
+5.22%
Max(CAGR)
Winner
GPIX
+23.71%
IYR
+8.46%
GPIX vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | GPIX | IYR |
|---|---|---|
| 2026 | +12.23% | +11.71% |
| 2025 | +16.51% | +4.26% |
| 2024 | +22.33% | +3.50% |
| 2023 | +13.45% | +11.73% |
| 2022 | N/A | -24.93% |
| 2021 | N/A | +43.60% |
| 2020 | N/A | -4.21% |
| 2019 | N/A | +31.02% |
| 2018 | N/A | -3.81% |
| 2017 | N/A | +8.90% |
| 2016 | N/A | +8.08% |
| 2015 | N/A | +0.39% |
| 2014 | N/A | +26.89% |
| 2013 | N/A | -0.46% |
| 2012 | N/A | +17.48% |
| 2011 | N/A | +3.90% |
| 2010 | N/A | +26.88% |
| 2009 | N/A | +34.13% |
| 2008 | N/A | -39.37% |
| 2007 | N/A | -18.62% |
| 2006 | N/A | +31.33% |
| 2005 | N/A | +10.31% |
| 2004 | N/A | +30.53% |
| 2003 | N/A | +35.37% |
| 2002 | N/A | +2.87% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +12.29% |
GPIX vs IYR Drawdown Comparison
The maximum drawdown for GPIX was -17.49%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current GPIX drawdown is -0.21%. The current IYR drawdown is -2.86%.
| Rank | GPIX | IYR |
|---|---|---|
| #1 | -17.49% Feb 19, 2025 - Jun 26, 2025 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -7.71% Feb 25, 2026 - Apr 14, 2026 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -6.96% Jul 16, 2024 - Aug 21, 2024 | -33.72% Dec 31, 2021 - Jun 12, 2026 |
| #4 | -4.96% Mar 28, 2024 - May 15, 2024 | -18.84% Apr 1, 2004 - Aug 31, 2004 |
| #5 | -4.23% Oct 28, 2025 - Dec 4, 2025 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -3.78% Aug 30, 2024 - Sep 17, 2024 | -18.38% Apr 12, 2002 - May 20, 2003 |
| #7 | -3.74% Jun 2, 2026 - Jul 9, 2026 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #8 | -3.15% Dec 6, 2024 - Jan 21, 2025 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -2.64% Jul 10, 2026 - Aug 3, 2026 | -13.93% Aug 21, 2001 - Mar 4, 2002 |
| #10 | -2.33% Oct 8, 2025 - Oct 20, 2025 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -2.26% Feb 2, 2026 - Feb 25, 2026 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -2.05% Jan 12, 2026 - Jan 27, 2026 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -2.04% Dec 11, 2025 - Dec 23, 2025 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -1.98% Oct 18, 2024 - Nov 6, 2024 | -9.01% Dec 30, 2004 - May 18, 2005 |
| #15 | -1.93% Jul 28, 2025 - Aug 8, 2025 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between GPIX and IYR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2000 - 2026)
GPIX vs IYR dividend yield comparison.
| Year | GPIX | IYR |
|---|---|---|
| 2026 | 5.42% | 0.75% |
| 2025 | 8.01% | 2.48% |
| 2024 | 7.45% | 2.57% |
| 2023 | 1.40% | 2.75% |
| 2022 | 0.00% | 2.92% |
| 2021 | 0.00% | 2.06% |
| 2020 | 0.00% | 2.58% |
| 2019 | 0.00% | 3.05% |
| 2018 | 0.00% | 3.53% |
| 2017 | 0.00% | 3.73% |
| 2016 | 0.00% | 4.41% |
| 2015 | 0.00% | 3.92% |
| 2014 | 0.00% | 3.66% |
| 2013 | 0.00% | 3.78% |
| 2012 | 0.00% | 3.71% |
| 2011 | 0.00% | 3.83% |
| 2010 | 0.00% | 3.52% |
| 2009 | 0.00% | 4.21% |
| 2008 | 0.00% | 8.26% |
| 2007 | 0.00% | 4.40% |
| 2006 | 0.00% | 3.46% |
| 2005 | 0.00% | 4.38% |
| 2004 | 0.00% | 4.23% |
| 2003 | 0.00% | 4.70% |
| 2002 | 0.00% | 6.95% |
| 2001 | 0.00% | 5.01% |
| 2000 | 0.00% | 3.37% |
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