Compare · 2 funds side by side · dividends reinvested

JEPI and GDX

JEPIJ.P. Morgan×GDXVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$29,615GDX · best of the two

02 / 04

JEPI and GDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.4

VanEck Gold Miners ETFCommodities · Miners0.51%0.72%+2.1%+24.9%+47.8%+24.3%−38.9%51.2%$26.9B1.6

Rank among the two1st → 2ndFee, 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: JEPI 2020 · GDX 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,118

JEPI

GDX

VanEck Gold Miners ETF · $26.9B$29,615

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

JEPIMeasureGDX

+5.3%Year to dateJan 1 → Nov 6+2.1%

+8.2%1 yearTotal return+24.9%

+10.7%3 years · per year$10,000 became $13,562 · $32,277+47.8%

+7.1%5 years · per year$10,000 became $14,118 · $29,615+24.3%

0.35%Expense ratio$35 · $51 a year on $10k · lower is better0.51%

8.09%Trailing 12-mo yield$809 · $72 a year on $10k0.72%

−6.7%Worst dropSmaller is better−38.9%

8.8%VolatilityLower is calmer51.2%

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

5–3JEPI wins

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

More Ways to See the Pairs

JEPI vs GDX: Top 5 Holdings

Today

JEPI

9.9%in top 5

GDX

in top 542.4%

JEPIStockGDX

not top 5NEM11.7%

not top 5AEM11.6%

not top 5B8.0%

not top 5WPM5.6%

not top 5FNV5.5%

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common0.0%

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

JEPI vs GDX Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

GDXVanEck

+24.3%

5 years, per year

JEPIGDXFaded: behind in that period

1–3GDX wins

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

Income vs Commodities: JEPI vs GDX

YTD

J.P. MorganJEPI

+5.3%

GDXVanEck

+2.1%

+5.3%Year to date+2.1%

−6.7%Worst drop · 1Y−38.9%

8.8%Volatility · 1Y51.2%

8.1%Yield0.7%

$45.2BAssets$26.9B

4–0JEPI wins

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

Cost, Income and Risk

Fees: JEPI, GDX

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

GDX0.51%$51

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

Yields: JEPI, GDX

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

GDX0.72%$72

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

GDX$72 − $51 = $21

KeptFee

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

Overlap: JEPI, GDX

Today

0.0%most shared, JEPI and GDX

JEPIGDX

JEPI—0.0%

GDX0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.9%GDX, at 51.2% volatility

JEPIWorst drop−6.7%8.8% vol

GDXWorst drop−38.9%51.2% vol

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

Paid More vs Made More

YTD

JEPIGDX

+5.3%Year to date+2.1%

8.1%Yield0.7%

+8.2%Past year+24.9%

0.35%Fee0.51%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026