Compare · 2 funds side by side · dividends reinvested

GXC and JEPI

GXCSPDR×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 / 04

GXC 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%$46.1B1.0

State Street SPDR S&P China ETFThematic · China0.59%2.35%−11.9%−15.2%+9.7%−3.3%−22.0%17.8%$427M2.0

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: GXC 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P China ETF · $427M$8,461

GXC

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

GXCMeasureJEPI

−11.9%Year to dateJan 1 → Nov 4+8.8%

−15.2%1 yearTotal return+11.9%

+9.7%3 years · per year$10,000 became $13,184 · $14,269+12.6%

−3.3%5 years · per year$10,000 became $8,461 · $14,635+7.9%

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

2.35%Trailing 12-mo yield$235 · $783 a year on $10k7.83%

−22.0%Worst dropSmaller is better−6.7%

17.8%VolatilityLower is calmer8.1%

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

0–8JEPI wins

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

More Ways to See the Pairs

GXC vs JEPI: Top 5 Holdings

Today

GXC

25.5%in top 5

JEPI

in top 59.5%

GXCStockJEPI

9.6%0700.HKnot top 5

7.7%9988.HKnot top 5

4.0%0939.HKnot top 5

2.4%1398.HKnot top 5

not top 5MA2.0%

1.9%1810.HKnot top 5

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

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

GXC vs JEPI Returns, Every Period

SPDRGXC

−3.3%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

GXCJEPIFaded: behind in that period

0–4JEPI wins

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

Thematic vs Income: GXC vs JEPI

YTD

SPDRGXC

−11.9%

JEPIJ.P. Morgan

+8.8%

−11.9%Year to date+8.8%

−22.0%Worst drop · 1Y−6.7%

17.8%Volatility · 1Y8.1%

2.4%Yield7.8%

$427MAssets$46.1B

4–0JEPI wins

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

Cost, Income and Risk

Fees: GXC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

GXC0.59%$59

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

Yields: GXC, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

GXC2.35%$235

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

GXC$235 − $59 = $176

KeptFee

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

Overlap: GXC, JEPI

Today

0.0%most shared, GXC and JEPI

GXCJEPI

GXC—0.0%

JEPI0.0%—

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

GXCWorst drop−22.0%17.8% vol

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

Paid More vs Made More

YTD

JEPIGXC

+8.8%Year to date−11.9%

7.8%Yield2.4%

+11.9%Past year−15.2%

0.35%Fee0.59%

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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026