Compare · 2 funds side by side · dividends reinvested

GLDM and JEPI

GLDMSPDR×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,478GLDM · best of the two

02 / 04

GLDM 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

SPDR Gold MiniShares TrustCommodities · Gold0.10%0.00%−5.8%+1.3%+26.6%+17.6%−28.0%28.9%$29.7B1.6

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: GLDM 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

SPDR Gold MiniShares Trust · $29.7B$22,478

GLDM

JEPI

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

$10,000 five years ago, dividends reinvested

GLDMMeasureJEPI

−5.8%Year to dateJan 1 → Nov 4+8.8%

+1.3%1 yearTotal return+11.9%

+26.6%3 years · per year$10,000 became $20,308 · $14,269+12.6%

+17.6%5 years · per year$10,000 became $22,478 · $14,635+7.9%

0.10%Expense ratio$10 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $783 a year on $10k7.83%

−28.0%Worst dropSmaller is better−6.7%

28.9%VolatilityLower is calmer8.1%

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

3–5JEPI wins

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

More Ways to See the Pairs

GLDM vs JEPI: Top 5 Holdings

Today

GLDM

[…]in top 5

JEPI

in top 59.9%

GLDMStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common[…]

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

GLDM vs JEPI Returns, Every Period

SPDRGLDM

+17.6%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

GLDMJEPIFaded: behind in that period

2–2Level

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

Commodities vs Income: GLDM vs JEPI

YTD

SPDRGLDM

−5.8%

JEPIJ.P. Morgan

+8.8%

−5.8%Year to date+8.8%

−28.0%Worst drop · 1Y−6.7%

28.9%Volatility · 1Y8.1%

0.0%Yield7.8%

$29.7BAssets$46.1B

4–0JEPI wins

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

Cost, Income and Risk

Fees: GLDM, JEPI

Today

0.10%lowest, GLDM

FundExpense ratioFee$10k

GLDM0.10%$10

JEPI0.35%$35

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

Yields: GLDM, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

GLDM0.00%$0

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

GLDM$0 − $10 = −$10

KeptFee

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

Overlap: GLDM, JEPI

Today

[…]holdings […]

GLDMJEPI

GLDM—[…]

JEPI[…]—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

GLDMWorst drop−28.0%28.9% vol

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

Paid More vs Made More

YTD

JEPIGLDM

+8.8%Year to date−5.8%

7.8%Yield0.0%

+11.9%Past year+1.3%

0.35%Fee0.10%

3–1JEPI wins

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

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

2–0GLDM wins

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