Compare · 2 funds side by side · dividends reinvested

GSWO and JEPI

GSWOGoldman Sachs×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 03

GSWO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.1

Goldman Sachs ActiveBeta World Equity ETFCommodities · Gold0.15%1.44%[…][…][…][…][…][…]$1.8B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: GSWO 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs ActiveBeta World Equity ETF · $1.8B[…]

GSWO

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 32.1% in common

GSWOMeasureJEPI

[…]Year to dateJan 1 → Nov 4+8.8%

[…]1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.44%Trailing 12-mo yield$144 · $783 a year on $10k7.83%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.1%

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

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GSWO vs JEPI: Top 5 Holdings

Today

GSWO

19.8%in top 5

JEPI

in top 59.5%

GSWOStockJEPI

5.6%NVDAnot top 5

5.4%AAPL1.9%

4.2%MSFT1.9%

2.7%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

1.9%GOOGLnot top 5

not top 5NEE1.8%

Held in common32.1%

End-of-day Nov 4, 2026 · share of each fund

GSWO vs JEPI Returns, Every Period

Goldman SachsGSWO

[…]

past year

JEPIJ.P. Morgan

+11.9%

past year

Returns […]

GSWOJEPIFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Commodities vs Income: GSWO vs JEPI

YTD

Goldman SachsGSWO

[…]

JEPIJ.P. Morgan

+8.8%

[…]Year to date+8.8%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.1%

1.4%Yield7.8%

$1.8BAssets$46.0B

1–0JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GSWO, JEPI

Today

0.15%lowest, GSWO

FundExpense ratioFee$10k

GSWO0.15%$15

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: GSWO, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

GSWO1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

GSWO$144 − $15 = $129

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: GSWO, JEPI

Today

32.1%most shared, GSWO and JEPI

GSWOJEPI

GSWO—32.1%

JEPI32.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

GSWOWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026