Compare · 3 funds side by side · dividends reinvested

GPIX, JEPQ and JEPI

GPIXGoldman Sachs×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

GPIX, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.41%+12.0%+13.1%+21.8%[…]−7.7%11.1%$6.3B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: GPIX 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

GPIX

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 45.6% in common

GPIXMeasureJEPQ

+12.0%Year to dateJan 1 → Nov 3+7.5%

+13.1%1 yearTotal return+8.6%

+21.8%3 years · per year$10,000 became $18,088 · $17,450+20.4%

[…]5 years · per year[…]

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

8.41%Trailing 12-mo yield$841 · $1,228 a year on $10k12.28%

−7.7%Worst dropSmaller is better−8.8%

11.1%VolatilityLower is calmer15.5%

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

5–1GPIX wins

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

More Ways to See the Pairs

GPIX vs JEPQ: Top 5 Holdings

Today

GPIX

28.3%in top 5

JEPQ

in top 527.5%

GPIXStockJEPQ

7.6%AAPL6.9%

7.6%NVDA6.9%

5.8%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.7%AMZNnot top 5

3.5%XLCnot top 5

Held in common45.6%

End-of-day Nov 3, 2026 · share of each fund

GPIX vs JEPQ Returns, Every Period

Goldman SachsGPIX

+13.1%

past year

JEPQJ.P. Morgan

+8.6%

past year

GPIXJEPQFaded: behind in that period

3–0GPIX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

GPIX vs JEPQ

YTD

Goldman SachsGPIX

+12.0%

JEPQJ.P. Morgan

+7.5%

+12.0%Year to date+7.5%

−7.7%Worst drop · 1Y−8.8%

11.1%Volatility · 1Y15.5%

8.4%Yield12.3%

$6.3BAssets$41.8B

3–1GPIX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GPIX, JEPQ, JEPI

Today

0.35%lowest, GPIX

FundExpense ratioFee$10k

GPIX0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GPIX, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

GPIX8.41%$841

JEPI7.96%$796

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

GPIX$841 − $35 = $806

JEPI$796 − $35 = $761

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: GPIX, JEPQ, JEPI

Today

45.6%most shared, GPIX and JEPQ

GPIXJEPQJEPI

GPIX—45.6%36.4%

JEPQ45.6%—26.6%

JEPI36.4%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.1%GPIX, at 11.1% volatility

JEPIWorst drop−6.7%7.9% vol

GPIXWorst drop−7.7%11.1% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQGPIX

+7.5%Year to date+12.0%

12.3%Yield8.4%

+8.6%Past year+13.1%

0.35%Fee0.35%

2–1GPIX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026