GDMA vs JEPI

AGDMA

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · GDMA $13,951

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common8.1%GDMA and JEPI

GDMA

JEPI

Gadsden Dynamic Multi-Asset ETF · $191MJPMorgan Equity Premium Income ETF · $45.2B

+12.5%3 years · per year$14,222 · $13,562+10.7%

+6.9%5 years · per year$13,951 · $14,118+7.1%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

2.72%12-mo yield$272 · $809 on $10k8.09%

−10.0%Worst dropSmaller wins−6.7%

15.0%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDMA · JEPI

3.0%MSFT2.0%

3.0%AMZN1.9%

1.0%MDLZ1.4%

1.0%SYK0.7%

Held in common8.1%

End-of-day Nov 6, 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%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AGDMA	Gadsden Dynamic Multi-Asset ETFRead Desk		0.75%	2.72%	0.0%	+2.9%	+5.4%	+12.5%	+6.9%	−10.0%	$191M

End-of-day Nov 6, 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%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AGDMA	Gadsden Dynamic Multi-Asset ETFRead Desk		0.75%	2.72%	0.0%	+2.9%	+5.4%	+12.5%	+6.9%	−10.0%	$191M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GDMA vs JEPI

GDMA

Gadsden Dynamic Multi-Asset

$13,951

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureGDMAJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield2.72%8.09%

5 years, per year+6.9%+7.1%

3 years, per year+12.5%+10.7%

Worst drop · 1Y−10.0%−6.7%

Volatility · 1Y15.0%8.8%

5–1measures won
JEPI first

8.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: GDMA, JEPI

Today

8.1%most shared, GDMA and JEPI

GDMAJEPI

GDMA—8.1%

JEPI8.1%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

GDMA$272 − $75 = $197

KeptFee

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