GDLC vs JEPQ

AGDLC

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

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

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common[…]GDLC and JEPQ

GDLC

JEPQ

Grayscale CoinDesk Crypto 5 ETF · $405MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+41.7%3 years · per year$28,440 · $17,406+20.3%

+2.4%5 years · per year$11,268 · […][…]

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

0.00%12-mo yield$0 · $1,217 on $10k12.17%

−48.0%Worst dropSmaller wins−8.8%

47.9%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGDLC · JEPQ

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

All Three

5Y3 funds

#
1	JEPI	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
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

All Three

5Y3 funds

#
1	JEPI	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
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

GDLC

Grayscale CoinDesk Crypto 5

$11,268

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGDLCJEPQ

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield0.00%12.17%

5 years, per year+2.4%[…]

3 years, per year+41.7%+20.3%

Worst drop · 1Y−48.0%−8.8%

Volatility · 1Y47.9%15.5%

4–1measures won
JEPQ first

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

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, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

GDLCJEPQJEPI

GDLC—[…][…]

JEPQ[…]—27.0%

JEPI[…]27.0%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$783 − $35 = $748

GDLC$0 − $59 = −$59

KeptFee

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