GSUS vs JEPQ

AGSUS

BJEPQ

Measures won3–2GSUS wins · of 6 · 5Y

$10,000 · 5Y$16,875GSUS

Lowest cost0.09%GSUS · $9 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common50.4%GSUS and JEPQ

GSUS

JEPQ

Goldman Sachs MarketBeta U.S. Equity ETF · $3.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+22.3%3 years · per year$18,285 · $17,406+20.3%

+11.0%5 years · per year$16,875 · […][…]

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

1.03%12-mo yield$103 · $1,217 on $10k12.17%

−9.2%Worst dropSmaller wins−8.8%

13.8%VolatilityLower wins15.5%

3–2GSUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsGSUS · JEPQ

7.8%AAPL7.1%

7.2%NVDA6.8%

6.3%MSFT6.0%

4.0%AMZN4.2%

Held in common50.4%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

GSUS

Goldman Sachs MarketBeta U.S. Equity

$16,875

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGSUSJEPQ

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.03%12.17%

5 years, per year+11.0%[…]

3 years, per year+22.3%+20.3%

Worst drop · 1Y−9.2%−8.8%

Volatility · 1Y13.8%15.5%

3–2measures won
GSUS first

50.4%

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%

$42.1BAssets$46.1B

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%

$123BAssets$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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GSUS, JEPQ

Today

50.4%most shared, GSUS and JEPQ

GSUSJEPQ

GSUS—50.4%

JEPQ50.4%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

GSUS$103 − $9 = $94

KeptFee

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