Compare · 3 funds side by side · dividends reinvested

PLTM, JEPI and GLD

PLTMGraniteShares×JEPIJ.P. Morgan×GLDSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,656GLD · best of the three

02 / 04

PLTM, JEPI and GLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.4

SPDR Gold SharesCommodities · Gold0.40%0.00%−4.2%+3.7%+27.3%+17.8%−28.3%29.0%$136B1.8

GraniteShares Platinum TrustCommodities · Silver & metals0.50%0.00%−23.6%+2.2%+18.8%+7.5%−49.1%52.6%$158M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PLTM 2018 · JEPI 2020 · GLD 2004

Head to Head

Swap sides Versus in desk

Head to Head

GraniteShares Platinum Trust · $158M$14,352

PLTM

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested

PLTMMeasureJEPI

−23.6%Year to dateJan 1 → Nov 9+7.5%

+2.2%1 yearTotal return+10.9%

+18.8%3 years · per year$10,000 became $16,763 · $13,679+11.0%

+7.5%5 years · per year$10,000 became $14,352 · $14,448+7.6%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $793 a year on $10k7.93%

−49.1%Worst dropSmaller is better−6.7%

52.6%VolatilityLower is calmer9.0%

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

1–7JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PLTM vs JEPI: Top 5 Holdings

Today

PLTM

[…]in top 5

JEPI

in top 59.9%

PLTMStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

PLTM vs JEPI Returns, Every Period

GraniteSharesPLTM

+7.5%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

PLTMJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Commodities vs Income: PLTM vs JEPI

YTD

GraniteSharesPLTM

−23.6%

JEPIJ.P. Morgan

+7.5%

−23.6%Year to date+7.5%

−49.1%Worst drop · 1Y−6.7%

52.6%Volatility · 1Y9.0%

0.0%Yield7.9%

$158MAssets$45.2B

4–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PLTM, JEPI, GLD

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

GLD0.40%$40

PLTM0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PLTM, JEPI, GLD

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

PLTM0.00%$0

GLD0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

GLD$0 − $40 = −$40

PLTM$0 − $50 = −$50

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PLTM, JEPI, GLD

Today

[…]holdings […]

PLTMJEPIGLD

PLTM—[…][…]

JEPI[…]—[…]

GLD[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

GLDWorst drop−28.3%29.0% vol

PLTMWorst drop−49.1%52.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIGLD

+7.5%Year to date−4.2%

7.9%Yield0.0%

+10.9%Past year+3.7%

0.35%Fee0.40%

4–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

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

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026