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$14,118JEPI · 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%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.4

Goldman Sachs Future Health Care Equity ETFCommodities · Gold0.75%0.29%+8.4%+11.3%+11.3%[…]−15.7%17.0%$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 6, 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 · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

GDOCMeasureJEPI

+8.4%Year to dateJan 1 → Nov 6+5.3%

+11.3%1 yearTotal return+8.2%

+11.3%3 years · per year$10,000 became $13,784 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

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

0.29%Trailing 12-mo yield$29 · $809 a year on $10k8.09%

−15.7%Worst dropSmaller is better−6.7%

17.0%VolatilityLower is calmer8.8%

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

3–4JEPI wins

End-of-day Nov 6, 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

35.0%in top 5

JEPI

in top 59.9%

GDOCStockJEPI

14.0%LLYnot top 5

6.1%JNJnot top 5

5.7%UNHnot top 5

5.0%MRKnot top 5

4.3%EWnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common7.9%

End-of-day Nov 6, 2026 · share of each fund

GDOC vs JEPI Returns, Every Period

Goldman SachsGDOC

+11.3%

past year

JEPIJ.P. Morgan

+8.2%

past year

GDOCJEPIFaded: behind in that period

3–0GDOC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Commodities vs Income: GDOC vs JEPI

YTD

Goldman SachsGDOC

+8.4%

JEPIJ.P. Morgan

+5.3%

+8.4%Year to date+5.3%

−15.7%Worst drop · 1Y−6.7%

17.0%Volatility · 1Y8.8%

0.3%Yield8.1%

$20.2MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: GDOC, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

GDOC0.29%$29

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

GDOC$29 − $75 = −$46

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GDOC, JEPI

Today

7.9%most shared, GDOC and JEPI

GDOCJEPI

GDOC—7.9%

JEPI7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.3%GDOC, at 17.0% volatility

JEPIWorst drop−6.7%8.8% vol

GDOCWorst drop−15.7%17.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIGDOC

+5.3%Year to date+8.4%

8.1%Yield0.3%

+8.2%Past year+11.3%

0.35%Fee0.75%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026