GSUS vs JEPI

AGSUS

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,875GSUS · JEPI $14,108

Lowest cost0.09%GSUS · $9 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common38.6%GSUS and JEPI

GSUS

JEPI

Goldman Sachs MarketBeta U.S. Equity ETF · $3.5BJPMorgan Equity Premium Income ETF · $46.8B

+22.3%3 years · per year$18,285 · $13,674+11.0%

+11.0%5 years · per year$16,875 · $14,108+7.1%

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

1.03%12-mo yield$103 · $809 on $10k8.09%

−9.2%Worst dropSmaller wins−6.7%

13.8%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsGSUS · JEPI

6.3%MSFT2.0%

7.8%AAPL1.9%

4.0%AMZN1.9%

2.6%GOOGL1.7%

Held in common38.6%

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
1	AGSUS	Goldman Sachs MarketBeta U.S. Equity ETFRead Desk		0.09%	1.03%	−4.5%	+8.0%	+9.2%	+22.3%	+11.0%	−9.2%	$3.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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
1	AGSUS	Goldman Sachs MarketBeta U.S. Equity ETFRead Desk		0.09%	1.03%	−4.5%	+8.0%	+9.2%	+22.3%	+11.0%	−9.2%	$3.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

GSUS vs JEPI

GSUS

Goldman Sachs MarketBeta U.S. Equity

$16,875

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureGSUSJEPI

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.03%8.09%

5 years, per year+11.0%+7.1%

3 years, per year+22.3%+11.0%

Worst drop · 1Y−9.2%−6.7%

Volatility · 1Y13.8%8.8%

3–3measures won
level

38.6%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GSUS, JEPI

Today

38.6%most shared, GSUS and JEPI

GSUSJEPI

GSUS—38.6%

JEPI38.6%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

GSUS$103 − $9 = $94

KeptFee

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