Compare · 3 funds side by side · dividends reinvested

GLDM, JEPI and GLD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,676GLDM · best of the three

02 / 04

GLDM, JEPI and GLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SPDR Gold MiniShares TrustCommodities · Gold0.10%0.00%−5.8%+2.0%+27.0%+17.8%−28.0%28.8%$30.5B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

SPDR Gold SharesCommodities · Gold0.40%0.00%−6.0%+1.6%+26.6%+17.5%−28.3%29.0%$135B2.6

Rank among the three1st → 3rdFee, 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: GLDM 2018 · JEPI 2020 · GLD 2004

Head to Head

Swap sides Versus in desk

Head to Head

SPDR Gold MiniShares Trust · $30.5B$22,676

GLDM

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested

GLDMMeasureJEPI

−5.8%Year to dateJan 1 → Nov 6+5.3%

+2.0%1 yearTotal return+8.2%

+27.0%3 years · per year$10,000 became $20,492 · $13,562+10.7%

+17.8%5 years · per year$10,000 became $22,676 · $14,118+7.1%

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

0.00%Trailing 12-mo yield$0 · $809 a year on $10k8.09%

−28.0%Worst dropSmaller is better−6.7%

28.8%VolatilityLower is calmer8.8%

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

3–5JEPI wins

End-of-day Nov 6, 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 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

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

GLDM vs JEPI Returns, Every Period

SPDRGLDM

+17.8%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

GLDMJEPIFaded: behind in that period

2–2Level

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

Commodities vs Income: GLDM vs JEPI

YTD

SPDRGLDM

−5.8%

JEPIJ.P. Morgan

+5.3%

−5.8%Year to date+5.3%

−28.0%Worst drop · 1Y−6.7%

28.8%Volatility · 1Y8.8%

0.0%Yield8.1%

$30.5BAssets$46.8B

4–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GLDM, JEPI, GLD

Today

0.10%lowest, GLDM

FundExpense ratioFee$10k

GLDM0.10%$10

JEPI0.35%$35

GLD0.40%$40

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

Yields: GLDM, JEPI, GLD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

GLDM0.00%$0

GLD0.00%$0

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

GLDM$0 − $10 = −$10

GLD$0 − $40 = −$40

KeptFee

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

Overlap: GLDM, JEPI, GLD

Today

[…]holdings […]

GLDMJEPIGLD

GLDM—[…][…]

JEPI[…]—[…]

GLD[…][…]—

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

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

GLDMWorst drop−28.0%28.8% vol

GLDWorst drop−28.3%29.0% vol

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

Paid More vs Made More

YTD

JEPIGLDM

+5.3%Year to date−5.8%

8.1%Yield0.0%

+8.2%Past year+2.0%

0.35%Fee0.10%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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