GDOC vs JEPI

AGDOC

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · JEPI $14,635

Lowest cost0.06%SCHD · $6 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common7.7%GDOC and JEPI

GDOC

JEPI

Goldman Sachs Future Health Care Equity ETF · $20MJPMorgan Equity Premium Income ETF · $46.1B

+12.9%3 years · per year$14,382 · $14,269+12.6%

[…]5 years · per year[…] · $14,635+7.9%

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

0.29%12-mo yield$29 · $783 on $10k7.83%

−15.7%Worst dropSmaller wins−6.7%

16.7%VolatilityLower wins8.1%

1–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGDOC · JEPI

6.0%JNJ1.8%

3.0%ABBV1.7%

14.4%LLY1.2%

4.0%VRTX0.9%

Held in common7.7%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	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
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.8%	+11.8%	+16.0%	+12.9%	new	−15.7%	$20M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	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
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.8%	+11.8%	+16.0%	+12.9%	new	−15.7%	$20M

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

GDOC vs JEPI

GDOC

Goldman Sachs Future Health Care Equity

[…]

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureGDOCJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.29%7.83%

5 years, per year[…]+7.9%

3 years, per year+12.9%+12.6%

Worst drop · 1Y−15.7%−6.7%

Volatility · 1Y16.7%8.1%

4–1measures won
JEPI first

7.7%

holdings shared

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

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

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: GDOC, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

GDOCJEPISCHD

GDOC—7.7%7.7%

JEPI7.7%—8.2%

SCHD7.7%8.2%—

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

SCHD$291 − $6 = $285

GDOC$29 − $75 = −$46

KeptFee

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