GLTR vs JEPQ

AGLTR

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$18,458GLTR

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common[…]GLTR and JEPQ

GLTR

JEPQ

abrdn Physical Precious Metals Basket Shares ETF · $2.3BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+23.4%3 years · per year$18,801 · $17,450+20.4%

+13.0%5 years · per year$18,458 · […][…]

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

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

−41.9%Worst dropSmaller wins−8.8%

41.2%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsGLTR · 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

Both

5Y2 funds

#			Trend
1	AGLTR	abrdn Physical Precious Metals Basket Shares ETFRead Desk		0.60%	0.00%	−1.0%	−18.9%	−3.1%	+23.4%	+13.0%	−41.9%	$2.3B
2	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

Both

5Y2 funds

#			Trend
1	AGLTR	abrdn Physical Precious Metals Basket Shares ETFRead Desk		0.60%	0.00%	−1.0%	−18.9%	−3.1%	+23.4%	+13.0%	−41.9%	$2.3B
2	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

GLTR vs JEPQ

GLTR

abrdn Physical Precious Metals Basket Shares

$18,458

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGLTRJEPQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.00%12.28%

5 years, per year+13.0%[…]

3 years, per year+23.4%+20.4%

Worst drop · 1Y−41.9%−8.8%

Volatility · 1Y41.2%15.5%

4–1measures won
JEPQ first

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ 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: GLTR, JEPQ

Today

[…]holdings […]

GLTRJEPQ

GLTR—[…]

JEPQ[…]—

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

GLTR$0 − $60 = −$60

KeptFee

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