GDMA vs JEPQ

AGDMA

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,951GDMA

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−10.0%GDMA · worst fall in 1Y

Held in common10.9%GDMA and JEPQ

GDMA

JEPQ

Gadsden Dynamic Multi-Asset ETF · $191MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+12.5%3 years · per year$14,222 · $16,202+17.4%

+6.9%5 years · per year$13,951 · […][…]

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

2.72%12-mo yield$272 · $1,279 on $10k12.79%

−10.0%Worst dropSmaller wins−11.5%

15.0%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDMA · JEPQ

3.0%AMZN4.4%

3.0%MSFT6.1%

1.5%PANW1.2%

1.0%GOOG4.4%

Held in common10.9%

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	AGDMA	Gadsden Dynamic Multi-Asset ETFRead Desk		0.75%	2.72%	0.0%	+2.9%	+5.4%	+12.5%	+6.9%	−10.0%	$191M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	AGDMA	Gadsden Dynamic Multi-Asset ETFRead Desk		0.75%	2.72%	0.0%	+2.9%	+5.4%	+12.5%	+6.9%	−10.0%	$191M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 JEPQ

GDMA

Gadsden Dynamic Multi-Asset

$13,951

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGDMAJEPQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield2.72%12.79%

5 years, per year+6.9%[…]

3 years, per year+12.5%+17.4%

Worst drop · 1Y−10.0%−11.5%

Volatility · 1Y15.0%16.7%

3–2measures won
JEPQ first

10.9%

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, JEPQ

Today

10.9%most shared, GDMA and JEPQ

GDMAJEPQ

GDMA—10.9%

JEPQ10.9%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

GDMA$272 − $75 = $197

KeptFee

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