Compare · 3 funds side by side · dividends reinvested

GPIQ, JEPQ and SCHD

GPIQGoldman Sachs×JEPQJ.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, JEPQ 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%$120B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.0

Goldman Sachs Nasdaq-100 Premium Income ETFIncome · Premium income0.35%11.39%+5.4%+6.0%+20.7%[…]−13.0%18.7%$6.4B2.4

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 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

GPIQ

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 69.3% in common

GPIQMeasureJEPQ

+5.4%Year to dateJan 1 → Nov 5+8.5%

+6.0%1 yearTotal return+9.3%

+20.7%3 years · per year$10,000 became $17,581 · $17,406+20.3%

[…]5 years · per year[…]

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

11.39%Trailing 12-mo yield$1,139 · $1,217 a year on $10k12.17%

−13.0%Worst dropSmaller is better−8.8%

18.7%VolatilityLower is calmer15.5%

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

1–5JEPQ wins

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 JEPQ: Top 5 Holdings

Today

GPIQ

31.3%in top 5

JEPQ

in top 528.3%

GPIQStockJEPQ

8.3%AAPL7.1%

7.7%NVDA6.8%

6.8%MSFT6.0%

4.6%AMZN4.2%

not top 5GOOG4.2%

3.9%MUnot top 5

Held in common69.3%

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

GPIQ vs JEPQ Returns, Every Period

Goldman SachsGPIQ

+6.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

GPIQJEPQFaded: behind in that period

1–2JEPQ wins

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

GPIQ vs JEPQ

YTD

Goldman SachsGPIQ

+5.4%

JEPQJ.P. Morgan

+8.5%

+5.4%Year to date+8.5%

−13.0%Worst drop · 1Y−8.8%

18.7%Volatility · 1Y15.5%

11.4%Yield12.2%

$6.4BAssets$42.6B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: GPIQ, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GPIQ0.35%$35

JEPQ0.35%$35

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

Yields: GPIQ, JEPQ, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

GPIQ11.39%$1,139

SCHD2.98%$298

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

GPIQ$1,139 − $35 = $1,104

SCHD$298 − $6 = $292

KeptFee

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

Overlap: GPIQ, JEPQ, SCHD

Today

69.3%most shared, GPIQ and JEPQ

GPIQJEPQSCHD

GPIQ—69.3%6.0%

JEPQ69.3%—3.8%

SCHD6.0%3.8%—

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

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−8.8%15.5% 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

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%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