Compare · 2 funds side by side · dividends reinvested

JEPI and GPIQ

JEPIJ.P. Morgan×GPIQGoldman Sachs×

Versus in desk

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

02 / 04

JEPI and GPIQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Goldman Sachs Nasdaq-100 Premium Income ETFIncome · Premium income0.35%10.78%+11.4%+10.7%+23.6%[…]−9.5%17.6%$6.3B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.0B$14,322

JEPI

GPIQ

Goldman Sachs Nasdaq-100 Premium Income ETF · $6.3B[…]

$10,000 five years ago, dividends reinvested · they hold 25.8% in common

JEPIMeasureGPIQ

+7.0%Year to dateJan 1 → Nov 3+11.4%

+9.8%1 yearTotal return+10.7%

+12.4%3 years · per year$10,000 became $14,201 · $18,904+23.6%

+7.4%5 years · per year$10,000 became $14,322 · […][…]

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

7.96%Trailing 12-mo yield$796 · $1,078 a year on $10k10.78%

−6.7%Worst dropSmaller is better−9.5%

7.9%VolatilityLower is calmer17.6%

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

2–4GPIQ wins

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

More Ways to See the Pairs

JEPI vs GPIQ: Top 5 Holdings

Today

JEPI

9.5%in top 5

GPIQ

in top 530.8%

JEPIStockGPIQ

1.9%AAPL8.2%

not top 5NVDA7.9%

1.9%MSFT6.3%

not top 5AMZN4.3%

not top 5MU4.2%

2.0%MAnot top 5

1.9%Vnot top 5

1.8%NEEnot top 5

Held in common25.8%

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

JEPI vs GPIQ Returns, Every Period

J.P. MorganJEPI

+9.8%

past year

GPIQGoldman Sachs

+10.7%

past year

JEPIGPIQFaded: behind in that period

0–3GPIQ wins

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

JEPI vs GPIQ

YTD

J.P. MorganJEPI

+7.0%

GPIQGoldman Sachs

+11.4%

+7.0%Year to date+11.4%

−6.7%Worst drop · 1Y−9.5%

7.9%Volatility · 1Y17.6%

8.0%Yield10.8%

$46.0BAssets$6.3B

2–2level

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

Cost, Income and Risk

Fees: JEPI, GPIQ

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

GPIQ0.35%$35

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

Yields: JEPI, GPIQ

10.78%highest, GPIQ

FundTrailing yieldYield$10k

GPIQ10.78%$1,078

JEPI7.96%$796

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

Income After Fees on $10,000

$1,043most kept, GPIQ

GPIQ$1,078 − $35 = $1,043

JEPI$796 − $35 = $761

KeptFee

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

Overlap: JEPI, GPIQ

Today

25.8%most shared, JEPI and GPIQ

JEPIGPIQ

JEPI—25.8%

GPIQ25.8%—

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

Return vs Bumpiness: 2 ETFs

+10.7%GPIQ, at 17.6% volatility

JEPIWorst drop−6.7%7.9% vol

GPIQWorst drop−9.5%17.6% vol

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

Paid More vs Made More

YTD

GPIQJEPI

+11.4%Year to date+7.0%

10.8%Yield8.0%

+10.7%Past year+9.8%

0.35%Fee0.35%

3–0GPIQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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