GPIX vs NEAR
Comparison between GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).
GPIX vs NEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GPIX
$4.70B
Winner
NEAR
$4.80B
Expense Ratio
GPIX
0.29%
Winner
NEAR
0.25%
Max Drawdown
GPIX
18.70%
Winner
NEAR
9.68%
Sharpe Ratio
Winner
GPIX
1.54
NEAR
-0.37
5Y Beta
GPIX
0.88
Winner
NEAR
0.01
P/E Ratio
GPIX
25.80
NEAR
N/A
Forward P/E
GPIX
20.40
NEAR
N/A
PEG Ratio
GPIX
0.28
NEAR
N/A
5Y Dividends CAGR
GPIX
N/A
NEAR
34.34%
5Y EPS CAGR
GPIX
29.07%
NEAR
N/A
Debt to Equity
GPIX
74.18%
NEAR
N/A
P/S Ratio
GPIX
3.54
NEAR
N/A
P/B Ratio
GPIX
5.45
NEAR
N/A
GPIX vs NEAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GPIX
+1.87%
NEAR
+0.16%
3M
Winner
GPIX
+4.89%
NEAR
+0.48%
6M
Winner
GPIX
+10.85%
NEAR
+0.69%
1Y
Winner
GPIX
+21.65%
NEAR
+3.25%
5Y(CAGR)
GPIX
N/A
NEAR
+3.94%
10Y(CAGR)
GPIX
N/A
NEAR
+2.87%
Max(CAGR)
Winner
GPIX
+23.71%
NEAR
+2.43%
GPIX vs NEAR - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | GPIX | NEAR |
|---|---|---|
| 2026 | +12.23% | +1.15% |
| 2025 | +16.51% | +5.96% |
| 2024 | +22.33% | +5.16% |
| 2023 | +13.45% | +7.44% |
| 2022 | N/A | +0.43% |
| 2021 | N/A | +0.34% |
| 2020 | N/A | +1.39% |
| 2019 | N/A | +3.53% |
| 2018 | N/A | +1.67% |
| 2017 | N/A | +1.43% |
| 2016 | N/A | +1.58% |
| 2015 | N/A | +0.85% |
| 2014 | N/A | +0.59% |
| 2013 | N/A | +0.35% |
GPIX vs NEAR Drawdown Comparison
The maximum drawdown for GPIX was -17.49%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The current GPIX drawdown is -0.21%. The current NEAR drawdown is -0.05%.
| Rank | GPIX | NEAR |
|---|---|---|
| #1 | -17.49% Feb 19, 2025 - Jun 26, 2025 | -9.61% Mar 5, 2020 - Jul 24, 2020 |
| #2 | -7.71% Feb 25, 2026 - Apr 14, 2026 | -1.32% Oct 5, 2021 - Dec 19, 2022 |
| #3 | -6.96% Jul 16, 2024 - Aug 21, 2024 | -1.16% Apr 3, 2025 - Apr 29, 2025 |
| #4 | -4.96% Mar 28, 2024 - May 15, 2024 | -1.13% Feb 27, 2026 - Jun 15, 2026 |
| #5 | -4.23% Oct 28, 2025 - Dec 4, 2025 | -0.76% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -3.78% Aug 30, 2024 - Sep 17, 2024 | -0.61% Apr 30, 2025 - Jun 11, 2025 |
| #7 | -3.74% Jun 2, 2026 - Jul 9, 2026 | -0.58% Mar 27, 2024 - May 3, 2024 |
| #8 | -3.15% Dec 6, 2024 - Jan 21, 2025 | -0.56% Feb 1, 2024 - Mar 7, 2024 |
| #9 | -2.64% Jul 10, 2026 - Aug 3, 2026 | -0.46% Mar 8, 2024 - Mar 27, 2024 |
| #10 | -2.33% Oct 8, 2025 - Oct 20, 2025 | -0.46% Dec 6, 2024 - Jan 8, 2025 |
| #11 | -2.26% Feb 2, 2026 - Feb 25, 2026 | -0.34% Oct 15, 2014 - Feb 25, 2015 |
| #12 | -2.05% Jan 12, 2026 - Jan 27, 2026 | -0.32% Jul 6, 2026 - Aug 3, 2026 |
| #13 | -2.04% Dec 11, 2025 - Dec 23, 2025 | -0.30% Nov 3, 2023 - Nov 14, 2023 |
| #14 | -1.98% Oct 18, 2024 - Nov 6, 2024 | -0.29% May 15, 2024 - Jun 3, 2024 |
| #15 | -1.93% Jul 28, 2025 - Aug 8, 2025 | -0.26% Jun 16, 2026 - Jun 26, 2026 |
Correlation
Correlation between GPIX and NEAR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2013 - 2026)
GPIX vs NEAR dividend yield comparison.
| Year | GPIX | NEAR |
|---|---|---|
| 2026 | 5.42% | 2.48% |
| 2025 | 8.01% | 4.54% |
| 2024 | 7.45% | 5.00% |
| 2023 | 1.40% | 4.59% |
| 2022 | 0.00% | 1.78% |
| 2021 | 0.00% | 0.76% |
| 2020 | 0.00% | 1.53% |
| 2019 | 0.00% | 2.69% |
| 2018 | 0.00% | 2.25% |
| 2017 | 0.00% | 1.52% |
| 2016 | 0.00% | 1.07% |
| 2015 | 0.00% | 0.85% |
| 2014 | 0.00% | 0.85% |
| 2013 | 0.00% | 0.15% |
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