Compare · 2 funds side by side · dividends reinvested

GVIP and JEPI

GVIPGoldman Sachs×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,966GVIP · best of the two

02 / 04

GVIP 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%$46.0B1.3

Goldman Sachs Hedge Industry VIP ETFCommodities · Gold0.45%0.32%+3.7%+3.4%+25.3%+9.8%−17.6%24.2%$534M1.8

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: GVIP 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs Hedge Industry VIP ETF · $534M$15,966

GVIP

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

GVIPMeasureJEPI

+3.7%Year to dateJan 1 → Nov 4+8.8%

+3.4%1 yearTotal return+11.9%

+25.3%3 years · per year$10,000 became $19,649 · $14,269+12.6%

+9.8%5 years · per year$10,000 became $15,966 · $14,635+7.9%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

0.32%Trailing 12-mo yield$32 · $783 a year on $10k7.83%

−17.6%Worst dropSmaller is better−6.7%

24.2%VolatilityLower is calmer8.1%

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

2–6JEPI wins

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

More Ways to See the Pairs

GVIP vs JEPI: Top 5 Holdings

Today

GVIP

13.1%in top 5

JEPI

in top 59.5%

GVIPStockJEPI

2.7%LLYnot top 5

2.7%TMOnot top 5

2.6%V1.9%

2.6%MA2.0%

2.5%SPGInot top 5

not top 5MSFT1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common24.0%

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

GVIP vs JEPI Returns, Every Period

Goldman SachsGVIP

+9.8%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

GVIPJEPIFaded: behind in that period

2–2Level

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

Commodities vs Income: GVIP vs JEPI

YTD

Goldman SachsGVIP

+3.7%

JEPIJ.P. Morgan

+8.8%

+3.7%Year to date+8.8%

−17.6%Worst drop · 1Y−6.7%

24.2%Volatility · 1Y8.1%

0.3%Yield7.8%

$534MAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: GVIP, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

GVIP0.45%$45

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

Yields: GVIP, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

GVIP0.32%$32

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

GVIP$32 − $45 = −$13

KeptFee

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

Overlap: GVIP, JEPI

Today

24.0%most shared, GVIP and JEPI

GVIPJEPI

GVIP—24.0%

JEPI24.0%—

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

GVIPWorst drop−17.6%24.2% vol

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

Paid More vs Made More

YTD

JEPIGVIP

+8.8%Year to date+3.7%

7.8%Yield0.3%

+11.9%Past year+3.4%

0.35%Fee0.45%

4–0JEPI wins

End-of-day Nov 4, 2026

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