GLDI vs JEPQ

AGLDI

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,379GLDI · JEPI $14,322

Lowest cost0.35%JEPQ · $35 on $10k

Most income28.91%GLDI · $2,891 on $10k

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

Held in common[…]GLDI and JEPQ

GLDI

JEPQ

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $170MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+16.2%3 years · per year$15,686 · $17,450+20.4%

+10.4%5 years · per year$16,379 · […][…]

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

28.91%12-mo yield$2,891 · $1,228 on $10k12.28%

−16.0%Worst dropSmaller wins−8.8%

18.4%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLDI · JEPQ

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

Held in common[…]

End-of-day Nov 3, 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%	28.91%	−0.1%	−6.4%	+0.3%	+16.2%	+10.4%	−16.0%	$170M
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 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%	28.91%	−0.1%	−6.4%	+0.3%	+16.2%	+10.4%	−16.0%	$170M
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

GLDI vs JEPQ

GLDI

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

$16,379

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGLDIJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield28.91%12.28%

5 years, per year+10.4%[…]

3 years, per year+16.2%+20.4%

Worst drop · 1Y−16.0%−8.8%

Volatility · 1Y18.4%15.5%

4–1measures won
JEPQ first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GLDI, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

GLDIJEPQJEPI

GLDI—[…][…]

JEPQ[…]—26.6%

JEPI[…]26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,826most kept, GLDI

GLDI$2,891 − $65 = $2,826

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee