GPIX vs UCON
Comparison between GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
GPIX vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GPIX
$3.20B
UCON
$3.20B
Expense Ratio
Winner
GPIX
0.29%
UCON
0.86%
Max Drawdown
GPIX
18.70%
Winner
UCON
15.31%
Sharpe Ratio
Winner
GPIX
2.15
UCON
0.73
5Y Beta
GPIX
0.88
Winner
UCON
0.03
P/E Ratio
GPIX
28.07
UCON
N/A
Forward P/E
GPIX
21.55
UCON
N/A
5Y Dividends CAGR
GPIX
N/A
UCON
7.96%
5Y EPS CAGR
GPIX
28.53%
UCON
N/A
Debt to Equity
GPIX
33.87%
UCON
N/A
P/S Ratio
GPIX
3.49
UCON
N/A
P/B Ratio
GPIX
5.18
UCON
N/A
GPIX vs UCON - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GPIX
+7.50%
UCON
+0.52%
3M
Winner
GPIX
+5.74%
UCON
+0.13%
6M
Winner
GPIX
+10.22%
UCON
+1.41%
1Y
Winner
GPIX
+28.75%
UCON
+6.00%
5Y(CAGR)
GPIX
N/A
UCON
+2.81%
Max(CAGR)
Winner
GPIX
+24.18%
UCON
+3.74%
GPIX vs UCON - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | GPIX | UCON |
|---|---|---|
| 2026 | +7.53% | +0.66% |
| 2025 | +16.51% | +7.00% |
| 2024 | +22.33% | +4.90% |
| 2023 | +13.45% | +7.67% |
| 2022 | N/A | -5.72% |
| 2021 | N/A | +1.05% |
| 2020 | N/A | +6.67% |
| 2019 | N/A | +7.13% |
| 2018 | N/A | +1.11% |
GPIX vs UCON Drawdown Comparison
The maximum drawdown for GPIX was -17.49%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current UCON drawdown is -0.51%.
| Rank | GPIX | UCON |
|---|---|---|
| #1 | -17.49% Feb 19, 2025 - Jun 26, 2025 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -7.71% Feb 25, 2026 - Apr 14, 2026 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -6.96% Jul 16, 2024 - Aug 21, 2024 | -2.45% Feb 26, 2026 - Mar 26, 2026 |
| #4 | -4.96% Mar 28, 2024 - May 15, 2024 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -4.23% Oct 28, 2025 - Dec 4, 2025 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -3.78% Aug 30, 2024 - Sep 17, 2024 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -3.15% Dec 6, 2024 - Jan 21, 2025 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #8 | -2.33% Oct 8, 2025 - Oct 20, 2025 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #9 | -2.26% Feb 2, 2026 - Feb 25, 2026 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #10 | -2.05% Jan 12, 2026 - Jan 27, 2026 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #11 | -2.04% Dec 11, 2025 - Dec 23, 2025 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #12 | -1.98% Oct 18, 2024 - Nov 6, 2024 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -1.93% Jul 28, 2025 - Aug 8, 2025 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #14 | -1.67% Nov 13, 2024 - Nov 26, 2024 | -0.73% May 15, 2024 - Jun 4, 2024 |
| #15 | -1.52% Dec 28, 2023 - Jan 10, 2024 | -0.73% Feb 19, 2019 - Mar 6, 2019 |
Correlation
Correlation between GPIX and UCON is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2018 - 2026)
GPIX vs UCON dividend yield comparison.
| Year | GPIX | UCON |
|---|---|---|
| 2026 | 3.39% | 1.44% |
| 2025 | 8.01% | 4.63% |
| 2024 | 7.45% | 4.95% |
| 2023 | 1.40% | 4.75% |
| 2022 | 0.00% | 3.12% |
| 2021 | 0.00% | 2.20% |
| 2020 | 0.00% | 3.14% |
| 2019 | 0.00% | 3.25% |
| 2018 | 0.00% | 1.76% |
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