GLDI vs JEPI

AGLDI

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,873GLDI · JEPI $14,635

Lowest cost0.35%JEPI · $35 on $10k

Most income28.00%GLDI · $2,800 on $10k

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

Held in common[…]GLDI and JEPI

GLDI

JEPI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $176MJPMorgan Equity Premium Income ETF · $46.1B

+17.5%3 years · per year$16,208 · $14,269+12.6%

+11.0%5 years · per year$16,873 · $14,635+7.9%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

28.00%12-mo yield$2,800 · $783 on $10k7.83%

−16.0%Worst dropSmaller wins−6.7%

18.7%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsGLDI · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk		0.65%	28.00%	+3.3%	−3.3%	+3.3%	+17.5%	+11.0%	−16.0%	$176M
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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk		0.65%	28.00%	+3.3%	−3.3%	+3.3%	+17.5%	+11.0%	−16.0%	$176M
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

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

GLDI vs JEPI

GLDI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033

$16,873

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureGLDIJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield28.00%7.83%

5 years, per year+11.0%+7.9%

3 years, per year+17.5%+12.6%

Worst drop · 1Y−16.0%−6.7%

Volatility · 1Y18.7%8.1%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: GLDI, JEPI

Today

[…]holdings […]

GLDIJEPI

GLDI—[…]

JEPI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,735most kept, GLDI

GLDI$2,800 − $65 = $2,735

JEPI$783 − $35 = $748

KeptFee

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