JEPI vs GDOC

AJEPI

BGDOC

Measures won4–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$22,096GLD · JEPI $14,429

Lowest cost0.35%JEPI · $35 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common8.0%JEPI and GDOC

JPMorgan Equity Premium Income ETF · $45.2BGoldman Sachs Future Health Care Equity ETF · $20M

+10.9%3 years · per year$13,634 · $13,882+11.6%

+7.6%5 years · per year$14,429 · […][…]

0.35%Expense ratio$35 · $75 on $10k · lower wins0.75%

7.92%12-mo yield$792 · $29 on $10k

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,429

GDOC

Goldman Sachs Future Health Care Equity

[…]

MeasureJEPIGDOC

Fee0.35%0.75%

Cost on $10k a year$35$75

Yield7.92%0.29%

5 years, per year+7.6%[…]

3 years, per year+10.9%+11.6%

Worst drop · 1Y−6.7%−15.7%

Volatility · 1Y9.0%

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−2.7%	−6.8%	+0.3%	+26.0%	+17.2%	−28.3%	$135.5B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	BGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−2.7%	−6.8%	+0.3%	+26.0%	+17.2%	−28.3%	$135.5B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	BGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M

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