IAU vs JEPQ

AIAU

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$21,346IAU

Lowest cost0.25%IAU · $25 on $10k

Most income12.24%JEPQ · $1,224 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common[…]IAU and JEPQ

IAU

JEPQ

iShares Gold Trust · $57.3BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+25.0%3 years · per year$19,530 · $16,406+17.9%

+16.4%5 years · per year$21,346 · […][…]

0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $1,224 on $10k12.24%

−28.3%

End-of-day Nov 12, 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	AIAU	iShares Gold TrustRead Desk		0.25%	0.00%	−2.8%	−10.3%	−6.4%	+25.0%	+16.4%	−28.3%	$57.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIAU	iShares Gold TrustRead Desk		0.25%	0.00%	−2.8%	−10.3%	−6.4%	+25.0%	+16.4%	−28.3%	$57.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAU vs JEPQ

IAU

iShares Gold Trust

$21,346

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIAUJEPQ

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield0.00%12.24%

5 years, per year+16.4%[…]

3 years, per year+25.0%+17.9%

Worst drop · 1Y−28.3%−11.5%

Volatility · 1Y29.0%

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IAU vs JEPQ

Both

Both

$10,000 in IAU, JEPQ

Overlap: IAU, JEPQ

IAU vs JEPQ

JEPQ vs JEPI

GLDM vs GLD

SCHD vs VIG

Overlap: IAU, JEPQ

Income After Fees on $10,000