JEPI vs GDX

AJEPI

BGDX

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$29,615GDX · JEPI $14,118

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 common0.0%JEPI and GDX

JEPI

GDX

JPMorgan Equity Premium Income ETF · $45.2BVanEck Gold Miners ETF · $26.9B

+10.7%3 years · per year$13,562 · $32,277+47.8%

+7.1%5 years · per year$14,118 · $29,615+24.3%

0.35%Expense ratio$35 · $51 on $10k · lower wins0.51%

8.09%12-mo yield$809 · $72 on $10k0.72%

−6.7%Worst dropSmaller wins−38.9%

8.8%VolatilityLower wins51.2%

4–2JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · GDX

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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	BGDX	VanEck Gold Miners ETFRead Desk		0.51%	0.72%	+2.2%	+2.1%	+24.9%	+47.8%	+24.3%	−38.9%	$26.9B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BGDX	VanEck Gold Miners ETFRead Desk		0.51%	0.72%	+2.2%	+2.1%	+24.9%	+47.8%	+24.3%	−38.9%	$26.9B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs GDX

JEPI

JPMorgan Equity Premium Income

$14,118

GDX

VanEck Gold Miners

$29,615

MeasureJEPIGDX

Fee0.35%0.51%

Cost on $10k a year$35$51

Yield8.09%0.72%

5 years, per year+7.1%+24.3%

3 years, per year+10.7%+47.8%

Worst drop · 1Y−6.7%−38.9%

Volatility · 1Y8.8%51.2%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPI, GDX

Today

0.0%most shared, JEPI and GDX

JEPIGDX

JEPI—0.0%

GDX0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

GDX$72 − $51 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee