GVIP vs JEPQ

AGVIP

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,966GVIP

Lowest cost0.35%JEPQ · $35 on $10k

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

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

Held in common26.5%GVIP and JEPQ

GVIP

JEPQ

Goldman Sachs Hedge Industry VIP ETF · $542MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+25.3%3 years · per year$19,649 · $17,406+20.3%

+9.8%5 years · per year$15,966 · […][…]

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

0.32%12-mo yield$32 · $1,217 on $10k12.17%

−17.6%Worst dropSmaller wins−8.8%

24.2%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVIP · JEPQ

2.5%AAPL6.8%

2.4%META2.7%

2.4%MSFT5.6%

2.2%AMZN4.0%

Held in common26.5%

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	AGVIP	Goldman Sachs Hedge Industry VIP ETFRead Desk		0.45%	0.32%	−0.1%	+3.7%	+3.4%	+25.3%	+9.8%	−17.6%	$542M
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 4, 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%	0.32%	−0.1%	+3.7%	+3.4%	+25.3%	+9.8%	−17.6%	$542M
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GVIP vs JEPQ

GVIP

Goldman Sachs Hedge Industry VIP

$15,966

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGVIPJEPQ

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield0.32%12.17%

5 years, per year+9.8%[…]

3 years, per year+25.3%+20.3%

Worst drop · 1Y−17.6%−8.8%

Volatility · 1Y24.2%15.5%

4–1measures won
JEPQ first

26.5%

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: GVIP, JEPQ

Today

26.5%most shared, GVIP and JEPQ

GVIPJEPQ

GVIP—26.5%

JEPQ26.5%—

End-of-day Nov 4, 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

GVIP$32 − $45 = −$13

KeptFee

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