GPIX vs JEPI

AGPIX

BJEPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

Lowest cost0.35%GPIX · $35 on $10k

Most income8.29%GPIX · $829 on $10k

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

Held in common38.2%GPIX and JEPI

GPIX

JEPI

Goldman Sachs S&P 500 Premium Income ETF · $6.4BJPMorgan Equity Premium Income ETF · $46.1B

+21.9%3 years · per year$18,093 · $14,269+12.6%

[…]5 years · per year[…] · $14,635+7.9%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

8.29%12-mo yield$829 · $783 on $10k7.83%

−7.7%Worst dropSmaller wins−6.7%

11.2%VolatilityLower wins8.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGPIX · JEPI

6.0%MSFT1.9%

7.4%AAPL1.9%

3.8%AMZN1.8%

7.8%NVDA1.7%

Held in common38.2%

End-of-day Nov 4, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.29%	+1.5%	+13.6%	+14.6%	+21.9%	new	−7.7%	$6.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.29%	+1.5%	+13.6%	+14.6%	+21.9%	new	−7.7%	$6.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GPIX vs JEPI

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureGPIXJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield8.29%7.83%

5 years, per year[…]+7.9%

3 years, per year+21.9%+12.6%

Worst drop · 1Y−7.7%−6.7%

Volatility · 1Y11.2%8.1%

2–2measures won
level

38.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GPIX, JEPI

Today

38.2%most shared, GPIX and JEPI

GPIXJEPI

GPIX—38.2%

JEPI38.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$794most kept, GPIX

GPIX$829 − $35 = $794

JEPI$783 − $35 = $748

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee