Compare · 3 funds side by side · dividends reinvested

GPIX, JEPI and DGRO

GPIXGoldman Sachs×JEPIJ.P. Morgan×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

GPIX, JEPI and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.4

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.62%+9.3%+10.9%+19.7%[…]−7.7%11.9%$6.3B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.3

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: GPIX 2023 · JEPI 2020 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs S&P 500 Premium Income ETF · $6.3B[…]

GPIX

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 38.0% in common

GPIXMeasureJEPI

+9.3%Year to dateJan 1 → Nov 6+5.3%

+10.9%1 yearTotal return+8.2%

+19.7%3 years · per year$10,000 became $17,136 · $13,562+10.7%

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

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

8.62%Trailing 12-mo yield$862 · $809 a year on $10k8.09%

−7.7%Worst dropSmaller is better−6.7%

11.9%VolatilityLower is calmer8.8%

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

4–2GPIX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GPIX vs JEPI: Top 5 Holdings

Today

GPIX

28.8%in top 5

JEPI

in top 59.9%

GPIXStockJEPI

7.9%AAPL2.0%

7.0%NVDAnot top 5

6.3%MSFT2.0%

4.0%AMZNnot top 5

3.5%GOOGLnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common38.0%

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

GPIX vs JEPI Returns, Every Period

Goldman SachsGPIX

+10.9%

past year

JEPIJ.P. Morgan

+8.2%

past year

GPIXJEPIFaded: behind in that period

3–0GPIX wins

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

GPIX vs JEPI

YTD

Goldman SachsGPIX

+9.3%

JEPIJ.P. Morgan

+5.3%

+9.3%Year to date+5.3%

−7.7%Worst drop · 1Y−6.7%

11.9%Volatility · 1Y8.8%

8.6%Yield8.1%

$6.3BAssets$46.8B

2–2level

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

Cost, Income and Risk

Fees: GPIX, JEPI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

GPIX0.35%$35

JEPI0.35%$35

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

Yields: GPIX, JEPI, DGRO

8.62%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.62%$862

JEPI8.09%$809

DGRO1.87%$187

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

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

JEPI$809 − $35 = $774

DGRO$187 − $8 = $179

KeptFee

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

Overlap: GPIX, JEPI, DGRO

Today

41.4%most shared, GPIX and DGRO

GPIXJEPIDGRO

GPIX—38.0%41.4%

JEPI38.0%—34.3%

DGRO41.4%34.3%—

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

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

JEPIWorst drop−6.7%8.8% vol

DGROWorst drop−6.5%10.2% vol

GPIXWorst drop−7.7%11.9% vol

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

Paid More vs Made More

YTD

GPIXDGRO

+9.3%Year to date+16.6%

8.6%Yield1.9%

+10.9%Past year+20.3%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026