BCUS vs GPIX
Bancreek US Large Cap ETF vs Goldman Sachs S&P 500 Premium Income ETF
Which is better, BCUS or GPIX?
GPIX has been ahead.
GPIX has a lower expense ratio. GPIX led over 1Y and the full window. GPIX is less concentrated, with 38.9% of the fund in its ten largest positions against 40.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BCUS | GPIX |
|---|---|---|
| Expense Ratio | 0.70% | 0.29%Best |
| AUM | $149M | $6.3B |
| Dividend Yield | 0.10% | 8.16% |
| Holdings | 62 | 496 |
| YTD Return | +2.72% | +13.52%Best |
| 1Y Return | +2.65% | +17.92%Best |
| 3Y Return (annualized) | - | +23.39% |
| Volatility (annualized) | 12.6% | 10.1%Best |
| Max Drawdown | -18.2% | -17.5%Best |
| $10,000 over 2.8 years | $13,340 | $16,452Best |
| Top 10 Weight | 40.8% | 38.9%Best |
| Fund Family | Bancreek Capital Advisors | Goldman Sachs Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 20, 2023 | Oct 24, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 21, 2023 to Oct 14, 2026 (2.8 years).
BCUS vs GPIX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.8 years both funds cover.
BCUS vs GPIX Performance
Bancreek US Large Cap ETF (BCUS) is an ETF from Bancreek Capital Advisors and Goldman Sachs S&P 500 Premium Income ETF (GPIX) is an ETF from Goldman Sachs Asset Management. Over the past year BCUS returned +2.65% while GPIX returned +17.92%. Year to date, BCUS is up 2.72% versus a gain of 13.52% for GPIX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BCUS has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 10.1% for GPIX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.2% for BCUS and -17.5% for GPIX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BCUS charges 0.70% per year while GPIX charges 0.29%. On a $10,000 position that is $70 vs $29 annually, a gap of $41 per year that compounds over a long holding period. On income, BCUS currently yields 0.10% against 8.16% for GPIX.
Holdings Overlap
54.2% of BCUS's money is in holdings GPIX also owns. 13.7% of GPIX's money is in holdings BCUS also owns.
The two portfolios partly overlap.
16 positions in common, counted across the 30 positions we hold weights for in BCUS and 491 in GPIX, against full books of 62 and 496.
What only one of them owns
Our book lists 451 positions for GPIX that do not appear in our book for BCUS (85.8% of the fund), and 9 for BCUS that do not appear in GPIX (32.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BCUS | Weight in GPIX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 4.32% | 8.14% | 3.82% |
| AVGOBroadcom Inc | 3.95% | 2.51% | 1.44% |
| METAMeta Platforms Inc | 4.53% | 1.47% | 3.06% |
| HWMHowmet Aerospace | 4.06% | 0.16% | 3.90% |
| FIXComfort Systems USA Inc. | 4.12% | 0.08% | 4.04% |
| APHAmphenol Corp. Class A | 3.13% | 0.29% | 2.84% |
| APPAppLovin Corp. Com Cl A | 3.33% | 0.02% | 3.31% |
| PHParker-Hannifin Corp. | 3.09% | 0.21% | 2.88% |
| HLTHilton Worldwide Holdings Inc. | 3.15% | 0.12% | 3.03% |
| WSMWilliams-sonoma Inc | 3.10% | 0.05% | 3.05% |
54.2% of BCUS is already inside GPIX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BCUS or GPIX?
BCUS has an expense ratio of 0.70% while GPIX charges 0.29%. GPIX is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, BCUS or GPIX?
Over the past year BCUS returned +2.65% vs +17.92% for GPIX, so GPIX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BCUS or GPIX?
BCUS has been the more volatile fund at 12.6% annualized versus 10.1% for GPIX. Worst drawdown: BCUS -18.2% vs GPIX -17.5%.
Should I hold both BCUS and GPIX?
BCUS and GPIX have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BCUS and GPIX?
54.2% of BCUS's money is in holdings GPIX also owns. 13.7% of GPIX's is in holdings BCUS also owns. They hold 16 positions in common, counted across the 30 positions we hold weights for in BCUS and 491 in GPIX.
Which pays a higher dividend, BCUS or GPIX?
BCUS yields 0.10% while GPIX yields 8.16%, so GPIX currently pays the higher dividend yield.
Is GPIX better than BCUS?
GPIX has a lower expense ratio. GPIX led over 1Y and the full window. GPIX is less concentrated, with 38.9% of the fund in its ten largest positions against 40.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.