GDOC vs JEPI

AGDOC

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · JEPI $14,118

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common7.9%GDOC and JEPI

GDOC

JEPI

Goldman Sachs Future Health Care Equity ETF · $21MJPMorgan Equity Premium Income ETF · $46.8B

+11.3%3 years · per year$13,784 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

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

0.29%12-mo yield$29 · $809 on $10k8.09%

−15.7%Worst dropSmaller wins−6.7%

17.0%VolatilityLower wins8.8%

1–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGDOC · JEPI

6.1%JNJ1.8%

3.0%ABBV1.7%

14.0%LLY1.2%

4.1%VRTX0.9%

Held in common7.9%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	0.0%	+8.4%	+11.3%	+11.3%	new	−15.7%	$21M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	0.0%	+8.4%	+11.3%	+11.3%	new	−15.7%	$21M

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

GDOC vs JEPI

GDOC

Goldman Sachs Future Health Care Equity

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureGDOCJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.29%8.09%

5 years, per year[…]+7.1%

3 years, per year+11.3%+10.7%

Worst drop · 1Y−15.7%−6.7%

Volatility · 1Y17.0%8.8%

4–1measures won
JEPI first

7.9%

holdings shared

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

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: GDOC, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

GDOCJEPIVIG

GDOC—7.9%13.4%

JEPI7.9%—30.7%

VIG13.4%30.7%—

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

VIG$150 − $4 = $146

GDOC$29 − $75 = −$46

KeptFee

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