GDLC vs JEPI

AGDLC

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · GDLC $11,268

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common[…]GDLC and JEPI

GDLC

JEPI

Grayscale CoinDesk Crypto 5 ETF · $405MJPMorgan Equity Premium Income ETF · $46.1B

+41.7%3 years · per year$28,440 · $14,269+12.6%

+2.4%5 years · per year$11,268 · $14,635+7.9%

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $783 on $10k7.83%

−48.0%Worst dropSmaller wins−6.7%

47.9%VolatilityLower wins8.1%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDLC · JEPI

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AGDLC	Grayscale CoinDesk Crypto 5 ETFRead Desk		0.59%	0.00%	+3.2%	−12.7%	−28.7%	+41.7%	+2.4%	−48.0%	$405M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AGDLC	Grayscale CoinDesk Crypto 5 ETFRead Desk		0.59%	0.00%	+3.2%	−12.7%	−28.7%	+41.7%	+2.4%	−48.0%	$405M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GDLC vs JEPI

GDLC

Grayscale CoinDesk Crypto 5

$11,268

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureGDLCJEPI

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield0.00%7.83%

5 years, per year+2.4%+7.9%

3 years, per year+41.7%+12.6%

Worst drop · 1Y−48.0%−6.7%

Volatility · 1Y47.9%8.1%

5–1measures won
JEPI first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GDLC, JEPI

Today

[…]holdings […]

GDLCJEPI

GDLC—[…]

JEPI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

GDLC$0 − $59 = −$59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee