Compare · 3 funds side by side · dividends reinvested

GPIQ, JEPI and SCHD

GPIQGoldman Sachs×JEPIJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

GPIQ, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.0

Goldman Sachs Nasdaq-100 Premium Income ETFIncome · Premium income0.35%11.39%+5.4%+6.0%+20.7%[…]−13.0%18.7%$6.4B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: GPIQ 2023 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs Nasdaq-100 Premium Income ETF · $6.4B[…]

GPIQ

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

GPIQMeasureJEPI

+5.4%Year to dateJan 1 → Nov 5+5.2%

+6.0%1 yearTotal return+8.3%

+20.7%3 years · per year$10,000 became $17,581 · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

11.39%Trailing 12-mo yield$1,139 · $809 a year on $10k8.09%

−13.0%Worst dropSmaller is better−6.7%

18.7%VolatilityLower is calmer8.8%

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

3–3Level

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

More Ways to See the Pairs

GPIQ vs JEPI: Top 5 Holdings

Today

GPIQ

31.3%in top 5

JEPI

in top 59.9%

GPIQStockJEPI

8.3%AAPL1.9%

7.7%NVDAnot top 5

6.8%MSFT2.0%

4.6%AMZNnot top 5

3.9%MUnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common26.4%

End-of-day Nov 5, 2026 · share of each fund

GPIQ vs JEPI Returns, Every Period

Goldman SachsGPIQ

+6.0%

past year

JEPIJ.P. Morgan

+8.3%

past year

GPIQJEPIFaded: behind in that period

2–1GPIQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

GPIQ vs JEPI

YTD

Goldman SachsGPIQ

+5.4%

JEPIJ.P. Morgan

+5.2%

+5.4%Year to date+5.2%

−13.0%Worst drop · 1Y−6.7%

18.7%Volatility · 1Y8.8%

11.4%Yield8.1%

$6.4BAssets$46.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GPIQ, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GPIQ0.35%$35

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GPIQ, JEPI, SCHD

11.39%highest, GPIQ

FundTrailing yieldYield$10k

GPIQ11.39%$1,139

JEPI8.09%$809

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,104most kept, GPIQ

GPIQ$1,139 − $35 = $1,104

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: GPIQ, JEPI, SCHD

Today

26.4%most shared, GPIQ and JEPI

GPIQJEPISCHD

GPIQ—26.4%6.0%

JEPI26.4%—8.1%

SCHD6.0%8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

GPIQWorst drop−13.0%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

GPIQSCHD

+5.4%Year to date+32.3%

11.4%Yield3.0%

+6.0%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026