Compare · 2 funds side by side · dividends reinvested

JEPQ and GLD

JEPQJ.P. Morgan×GLDSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,340GLD · best of the two

02 / 04

JEPQ and GLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.1

SPDR Gold SharesCommodities · Gold0.40%0.00%−5.3%+3.6%+26.8%+17.4%−28.3%29.0%$131B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · GLD 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

GLD

SPDR Gold Shares · $131B$22,340

$10,000 five years ago, dividends reinvested

JEPQMeasureGLD

+8.5%Year to dateJan 1 → Nov 5−5.3%

+9.3%1 yearTotal return+3.6%

+20.3%3 years · per year$10,000 became $17,406 · $20,397+26.8%

[…]5 years · per year$10,000 became […] · $22,340+17.4%

0.35%Expense ratio$35 · $40 a year on $10k · lower is better0.40%

12.17%Trailing 12-mo yield$1,217 · $0 a year on $10k0.00%

−8.8%Worst dropSmaller is better−28.3%

15.5%VolatilityLower is calmer29.0%

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

6–1JEPQ wins

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

More Ways to See the Pairs

JEPQ vs GLD: Top 5 Holdings

Today

JEPQ

28.3%in top 5

GLD

in top 5[…]

JEPQStockGLD

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

4.2%GOOGnot top 5

4.2%AMZNnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

JEPQ vs GLD Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

GLDSPDR

+3.6%

past year

JEPQGLDFaded: behind in that period

2–1JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Commodities: JEPQ vs GLD

YTD

J.P. MorganJEPQ

+8.5%

GLDSPDR

−5.3%

+8.5%Year to date−5.3%

−8.8%Worst drop · 1Y−28.3%

15.5%Volatility · 1Y29.0%

12.2%Yield0.0%

$42.1BAssets$131B

4–0JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, GLD

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

GLD0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPQ, GLD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

GLD0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPQ, GLD

Today

[…]holdings […]

JEPQGLD

JEPQ—[…]

GLD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

GLDWorst drop−28.3%29.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQGLD

+8.5%Year to date−5.3%

12.2%Yield0.0%

+9.3%Past year+3.6%

0.35%Fee0.40%

4–0JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026