GLDM vs JEPQ

AGLDM

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$22,676GLDM · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]GLDM and JEPQ

GLDM

JEPQ

SPDR Gold MiniShares Trust · $30.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+27.0%3 years · per year$20,492 · $16,202+17.4%

+17.8%5 years · per year$22,676 · […][…]

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

0.00%12-mo yield$0 · $1,279 on $10k12.79%

−28.0%Worst dropSmaller wins−11.5%

28.8%VolatilityLower wins16.7%

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 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	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
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%	$120.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
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%	$120.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

GLDM vs JEPQ

GLDM

SPDR Gold MiniShares Trust

$22,676

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGLDMJEPQ

Fee0.10%0.35%

Cost on $10k a year$10$35

Yield0.00%12.79%

5 years, per year+17.8%[…]

3 years, per year+27.0%+17.4%

Worst drop · 1Y−28.0%−11.5%

Volatility · 1Y28.8%16.7%

3–2measures won
JEPQ first

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

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

$30.5BAssets$135B

2–0GLDM wins

End-of-day Nov 6, 2026

Overlap: GLDM, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

GLDMJEPQSCHD

GLDM—[…][…]

JEPQ[…]—3.8%

SCHD[…]3.8%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

GLDM$0 − $10 = −$10

KeptFee

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