Compare · 2 funds side by side · dividends reinvested

GDOC and JEPI

GDOCGoldman Sachs×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

GDOC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.4

Goldman Sachs Future Health Care Equity ETFCommodities · Gold0.75%0.29%+11.8%+16.0%+12.9%[…]−15.7%16.7%$20M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: GDOC 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs Future Health Care Equity ETF · $20M[…]

GDOC

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

GDOCMeasureJEPI

+11.8%Year to dateJan 1 → Nov 4+8.8%

+16.0%1 yearTotal return+11.9%

+12.9%3 years · per year$10,000 became $14,382 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.29%Trailing 12-mo yield$29 · $783 a year on $10k7.83%

−15.7%Worst dropSmaller is better−6.7%

16.7%VolatilityLower is calmer8.1%

GDOCJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GDOC vs JEPI: Top 5 Holdings

Today

GDOC

34.9%in top 5

JEPI

in top 59.5%

GDOCStockJEPI

14.4%LLYnot top 5

6.0%JNJnot top 5

5.8%UNHnot top 5

4.9%MRKnot top 5

4.0%VRTXnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common7.7%

End-of-day Nov 4, 2026 · share of each fund

GDOC vs JEPI Returns, Every Period

Goldman SachsGDOC

+16.0%

past year

JEPIJ.P. Morgan

+11.9%

past year

GDOCJEPIFaded: behind in that period

3–0GDOC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Commodities vs Income: GDOC vs JEPI

YTD

Goldman SachsGDOC

+11.8%

JEPIJ.P. Morgan

+8.8%

+11.8%Year to date+8.8%

−15.7%Worst drop · 1Y−6.7%

16.7%Volatility · 1Y8.1%

0.3%Yield7.8%

$20.3MAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GDOC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

GDOC0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: GDOC, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

GDOC0.29%$29

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

GDOC$29 − $75 = −$46

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: GDOC, JEPI

Today

7.7%most shared, GDOC and JEPI

GDOCJEPI

GDOC—7.7%

JEPI7.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%GDOC, at 16.7% volatility

JEPIWorst drop−6.7%8.1% vol

GDOCWorst drop−15.7%16.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIGDOC

+8.8%Year to date+11.8%

7.8%Yield0.3%

+11.9%Past year+16.0%

0.35%Fee0.75%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026