GDOC vs JEPQ

AGDOC

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$22,340GLD

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common2.7%GDOC and JEPQ

GDOC

JEPQ

Goldman Sachs Future Health Care Equity ETF · $20MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+11.5%3 years · per year$13,878 · $17,406+20.3%

[…]5 years · per year[…]

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

0.29%12-mo yield$29 · $1,217 on $10k12.17%

−15.7%Worst dropSmaller wins−8.8%

17.0%VolatilityLower wins15.5%

0–5JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGDOC · JEPQ

2.8%ISRG0.8%

4.0%VRTX0.7%

3.0%ABBV0.5%

3.8%TMO0.2%

Held in common2.7%

End-of-day Nov 5, 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	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$131.3B
2	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	−3.1%	+8.4%	+12.0%	+11.5%	new	−15.7%	$20M
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$131.3B
2	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	−3.1%	+8.4%	+12.0%	+11.5%	new	−15.7%	$20M
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GDOC vs JEPQ

GDOC

Goldman Sachs Future Health Care Equity

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGDOCJEPQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.29%12.17%

5 years, per year[…][…]

3 years, per year+11.5%+20.3%

Worst drop · 1Y−15.7%−8.8%

Volatility · 1Y17.0%15.5%

5–0measures won
JEPQ first

2.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: GDOC, JEPQ, GLD

Today

2.7%most shared, GDOC and JEPQ

GDOCJEPQGLD

GDOC—2.7%[…]

JEPQ2.7%—[…]

GLD[…][…]—

End-of-day Nov 5, 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

GLD$0 − $40 = −$40

GDOC$29 − $75 = −$46

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee