BAR vs JEPI

ABAR

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,675BAR · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income7.96%JEPI · $796 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]BAR and JEPI

BAR

JEPI

GraniteShares Gold Trust · $1.3BJPMorgan Equity Premium Income ETF · $46.0B

+24.8%3 years · per year$19,416 · $14,201+12.4%

+16.7%5 years · per year$21,675 · $14,322+7.4%

0.17%Expense ratio$17 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $796 on $10k7.96%

−28.1%Worst dropSmaller wins−6.7%

28.6%VolatilityLower wins7.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAR · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ABAR	GraniteShares Gold TrustRead Desk	0.17%	0.00%	−0.7%	−9.2%	−2.2%	+24.8%	+16.7%	−28.1%	$1.3B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ABAR	GraniteShares Gold TrustRead Desk	0.17%	0.00%	−0.7%	−9.2%	−2.2%	+24.8%	+16.7%	−28.1%	$1.3B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAR vs JEPI

BAR

GraniteShares Gold Trust

$21,675

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureBARJEPI

Fee0.17%0.35%

Cost on $10k a year$17$35

Yield0.00%7.96%

5 years, per year+16.7%+7.4%

3 years, per year+24.8%+12.4%

Worst drop · 1Y−28.1%−6.7%

Volatility · 1Y28.6%7.9%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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

Overlap: BAR, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

BARJEPISCHD

BAR—[…][…]

JEPI[…]—8.2%

SCHD[…]8.2%—

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

SCHD$297 − $6 = $291

BAR$0 − $17 = −$17

KeptFee

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