GPIX vs SEPI

AGPIX

BSEPI

Measures won3–0GPIX wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%GPIX · $35 on $10k

Most income8.29%GPIX · $829 on $10k

Smallest drop−7.7%SEPI · worst fall in 1Y

Held in common45.2%GPIX and SEPI

GPIX

SEPI

Goldman Sachs S&P 500 Premium Income ETF · $6.4BShelton Equity Premium Income ETF · $190M

+21.9%3 years · per year$18,093 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $54 on $10k · lower wins0.54%

8.29%12-mo yield$829 · $825 on $10k8.25%

−7.7%Worst dropSmaller wins−7.7%

11.2%VolatilityLower wins12.7%

3–0GPIX wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsGPIX · SEPI

7.7%AAPL7.1%

6.3%MSFT6.2%

7.4%NVDA5.7%

4.0%AMZN3.9%

Held in common45.2%

End-of-day Nov 5, 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							5Y/yr
1	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
2	BSEPI	Shelton Equity Premium Income ETFRead Desk		0.54%	8.25%	+1.6%	+14.8%	+17.1%	new	new	−7.7%	$190M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	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
2	BSEPI	Shelton Equity Premium Income ETFRead Desk		0.54%	8.25%	+1.6%	+14.8%	+17.1%	new	new	−7.7%	$190M

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

Cards for this view

GPIX vs SEPI

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

SEPI

Shelton Equity Premium Income

[…]

MeasureGPIXSEPI

Fee0.35%0.54%

Cost on $10k a year$35$54

Yield8.29%8.25%

5 years, per year[…][…]

3 years, per year+21.9%[…]

Worst drop · 1Y−7.7%−7.7%

Volatility · 1Y11.2%12.7%

2–0measures won
GPIX first

45.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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 5, 2026

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 5, 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 5, 2026

Overlap: GPIX, SEPI

Today

45.2%most shared, GPIX and SEPI

GPIXSEPI

GPIX—45.2%

SEPI45.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$794most kept, GPIX

GPIX$829 − $35 = $794

SEPI$825 − $54 = $771

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee