Compare · 3 funds side by side · dividends reinvested

SEPI, GPIX and JEPI

SEPIShelton Capital×GPIXGoldman Sachs×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

SEPI, GPIX and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.62%+9.3%+10.9%+19.7%[…]−7.7%11.9%$6.3B1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.9

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.52%+11.2%+13.7%[…][…]−7.7%13.1%$190M2.0

Rank among the three1st → 3rdFee, 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: SEPI 2025 · GPIX 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Shelton Equity Premium Income ETF · $190M[…]

SEPI

GPIX

Goldman Sachs S&P 500 Premium Income ETF · $6.3B[…]

$10,000 five years ago, dividends reinvested · they hold 44.9% in common

SEPIMeasureGPIX

+11.2%Year to dateJan 1 → Nov 6+9.3%

+13.7%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $17,136+19.7%

[…]5 years · per year[…]

0.54%Expense ratio$54 · $35 a year on $10k · lower is better0.35%

8.52%Trailing 12-mo yield$852 · $862 a year on $10k8.62%

−7.7%Worst dropSmaller is better−7.7%

13.1%VolatilityLower is calmer11.9%

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

2–3GPIX wins

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

More Ways to See the Pairs

SEPI vs GPIX: Top 5 Holdings

Today

SEPI

26.8%in top 5

GPIX

in top 528.8%

SEPIStockGPIX

7.2%AAPL7.9%

5.3%NVDA7.0%

6.2%MSFT6.3%

not top 5AMZN4.0%

4.0%XOMnot top 5

4.0%GOOGL3.5%

Held in common44.9%

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

SEPI vs GPIX Returns, Every Period

Shelton CapitalSEPI

+13.7%

past year

GPIXGoldman Sachs

+10.9%

past year

SEPIGPIXFaded: behind in that period

2–0SEPI wins

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

SEPI vs GPIX

YTD

Shelton CapitalSEPI

+11.2%

GPIXGoldman Sachs

+9.3%

+11.2%Year to date+9.3%

−7.7%Worst drop · 1Y−7.7%

13.1%Volatility · 1Y11.9%

8.5%Yield8.6%

$190MAssets$6.3B

2–1GPIX wins

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

Cost, Income and Risk

Fees: SEPI, GPIX, JEPI

Today

0.35%lowest, GPIX

FundExpense ratioFee$10k

GPIX0.35%$35

JEPI0.35%$35

SEPI0.54%$54

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

Yields: SEPI, GPIX, JEPI

8.62%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.62%$862

SEPI8.52%$852

JEPI8.09%$809

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

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

SEPI$852 − $54 = $798

JEPI$809 − $35 = $774

KeptFee

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

Overlap: SEPI, GPIX, JEPI

Today

44.9%most shared, SEPI and GPIX

SEPIGPIXJEPI

SEPI—44.9%23.5%

GPIX44.9%—38.0%

JEPI23.5%38.0%—

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

Return vs Bumpiness: 3 ETFs

+13.7%SEPI, at 13.1% volatility

JEPIWorst drop−6.7%8.8% vol

GPIXWorst drop−7.7%11.9% vol

SEPIWorst drop−7.7%13.1% vol

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

Paid More vs Made More

YTD

GPIXSEPI

+9.3%Year to date+11.2%

8.6%Yield8.5%

+10.9%Past year+13.7%

0.35%Fee0.54%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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