GDOC vs JEPQ

AGDOC

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM

Lowest cost0.04%VYM · $4 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.7%VYM · 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 · $40.7B

+11.6%3 years · per year$13,882 · $16,495+18.2%

[…]5 years · per year[…]

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

0.29%12-mo yield$29 · $1,239 on $10k12.39%

−15.7%Worst dropSmaller wins−11.5%

17.1%VolatilityLower wins16.9%

0–5JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGDOC · JEPQ

2.7%ISRG0.7%

4.1%VRTX0.7%

3.0%ABBV0.5%

3.8%TMO0.2%

Held in common2.7%

End-of-day Nov 9, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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%12.39%

5 years, per year[…][…]

3 years, per year+11.6%+18.2%

Worst drop · 1Y−15.7%−11.5%

Volatility · 1Y17.1%16.9%

5–0measures won
JEPQ first

2.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: GDOC, JEPQ, VYM

Today

12.0%most shared, JEPQ and VYM

GDOCJEPQVYM

GDOC—2.7%8.6%

JEPQ2.7%—12.0%

VYM8.6%12.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VYM$226 − $4 = $222

GDOC$29 − $75 = −$46

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee