GDOC vs JEPQ

AGDOC

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common2.8%GDOC and JEPQ

GDOC

JEPQ

Goldman Sachs Future Health Care Equity ETF · $21MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+11.3%3 years · per year$13,784 · $16,202+17.4%

[…]5 years · per year[…]

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

0.29%12-mo yield$29 · $1,279 on $10k12.79%

−15.7%Worst dropSmaller wins−11.5%

17.0%VolatilityLower wins16.7%

0–5JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGDOC · JEPQ

2.8%ISRG0.8%

4.1%VRTX0.7%

3.0%ABBV0.5%

3.7%TMO0.2%

Held in common2.8%

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	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
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	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
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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 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%12.79%

5 years, per year[…][…]

3 years, per year+11.3%+17.4%

Worst drop · 1Y−15.7%−11.5%

Volatility · 1Y17.0%16.7%

5–0measures won
JEPQ first

2.8%

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, JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

GDOCJEPQVIG

GDOC—2.8%13.4%

JEPQ2.8%—26.2%

VIG13.4%26.2%—

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

VIG$150 − $4 = $146

GDOC$29 − $75 = −$46

KeptFee

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