GLDM vs JEPQ

AGLDM

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$21,741GLDM · JEPI $14,322

Lowest cost0.10%GLDM · $10 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common[…]GLDM and JEPQ

GLDM

JEPQ

SPDR Gold MiniShares Trust · $30.0BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+24.9%3 years · per year$19,475 · $17,450+20.4%

+16.8%5 years · per year$21,741 · […][…]

0.10%Expense ratio$10 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $1,228 on $10k12.28%

−28.0%Worst dropSmaller wins−8.8%

28.6%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLDM · 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	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.6%	−9.2%	−2.1%	+24.9%	+16.8%	−28.0%	$30.0B
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	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.6%	−9.2%	−2.1%	+24.9%	+16.8%	−28.0%	$30.0B
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

GLDM vs JEPQ

GLDM

SPDR Gold MiniShares Trust

$21,741

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGLDMJEPQ

Fee0.10%0.35%

Cost on $10k a year$10$35

Yield0.00%12.28%

5 years, per year+16.8%[…]

3 years, per year+24.9%+20.4%

Worst drop · 1Y−28.0%−8.8%

Volatility · 1Y28.6%15.5%

3–2measures won
JEPQ first

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

GLDM vs GLD

YTD

SPDRGLDM

−9.2%

GLDSPDR

−9.3%

−9.2%Year to date−9.3%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.0BAssets$132B

2–0GLDM wins

End-of-day Nov 3, 2026

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: GLDM, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

GLDMJEPQJEPI

GLDM—[…][…]

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

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

GLDM$0 − $10 = −$10

KeptFee

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