GLDI vs JEPI

AGLDI

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,983GLDI · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income27.98%GLDI · $2,798 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 · $45.2B

+17.4%3 years · per year$16,192 · $13,562+10.7%

+11.2%5 years · per year$16,983 · $14,118+7.1%

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

27.98%12-mo yield$2,798 · $809 on $10k8.09%

−16.0%Worst dropSmaller wins−6.7%

18.6%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLDI · JEPI

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

Held in common[…]

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	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.98%	−0.8%	−3.3%	+3.8%	+17.4%	+11.2%	−16.0%	$176M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.98%	−0.8%	−3.3%	+3.8%	+17.4%	+11.2%	−16.0%	$176M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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

GLDI vs JEPI

GLDI

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

$16,983

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureGLDIJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield27.98%8.09%

5 years, per year+11.2%+7.1%

3 years, per year+17.4%+10.7%

Worst drop · 1Y−16.0%−6.7%

Volatility · 1Y18.6%8.8%

3–3measures won
level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GLDI, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

GLDIJEPISCHD

GLDI—[…][…]

JEPI[…]—8.2%

SCHD[…]8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,733most kept, GLDI

GLDI$2,798 − $65 = $2,733

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

KeptFee

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