GVIP vs JEPI

AGVIP

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,002GVIP · JEPI $14,108

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common23.9%GVIP and JEPI

GVIP

JEPI

Goldman Sachs Hedge Industry VIP ETF · $543MJPMorgan Equity Premium Income ETF · $46.8B

+22.7%3 years · per year$18,452 · $13,674+11.0%

+8.4%5 years · per year$15,002 · $14,108+7.1%

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

0.34%12-mo yield$34 · $809 on $10k8.09%

−20.9%Worst dropSmaller wins−6.7%

24.8%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVIP · JEPI

2.7%MA2.0%

2.5%MSFT2.0%

2.6%AAPL1.9%

2.7%V1.9%

Held in common23.9%

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	AGVIP	Goldman Sachs Hedge Industry VIP ETFRead Desk		0.45%	0.34%	−5.5%	−2.0%	−0.4%	+22.7%	+8.4%	−20.9%	$543M
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	AGVIP	Goldman Sachs Hedge Industry VIP ETFRead Desk		0.45%	0.34%	−5.5%	−2.0%	−0.4%	+22.7%	+8.4%	−20.9%	$543M
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

GVIP vs JEPI

GVIP

Goldman Sachs Hedge Industry VIP

$15,002

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureGVIPJEPI

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield0.34%8.09%

5 years, per year+8.4%+7.1%

3 years, per year+22.7%+11.0%

Worst drop · 1Y−20.9%−6.7%

Volatility · 1Y24.8%8.8%

4–2measures won
JEPI first

23.9%

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: GVIP, JEPI

Today

23.9%most shared, GVIP and JEPI

GVIPJEPI

GVIP—23.9%

JEPI23.9%—

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

GVIP$34 − $45 = −$11

KeptFee

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