JEPI vs GLD

AJEPI

BGLD

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$22,340GLD · 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 common[…]JEPI and GLD

JEPI

GLD

JPMorgan Equity Premium Income ETF · $46.8BSPDR Gold Shares · $135B

+11.0%3 years · per year$13,674 · $20,397+26.8%

+7.1%5 years · per year$14,108 · $22,340+17.4%

0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%

8.09%12-mo yield$809 · $0 on $10k0.00%

−6.7%Worst dropSmaller wins−28.3%

8.8%VolatilityLower wins29.0%

4–2JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · GLD

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

Held in common[…]

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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$135.0B
2	AJEPI	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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$135.0B
2	AJEPI	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

JEPI vs GLD

JEPI

JPMorgan Equity Premium Income

$14,108

GLD

SPDR Gold Shares

$22,340

MeasureJEPIGLD

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield8.09%0.00%

5 years, per year+7.1%+17.4%

3 years, per year+11.0%+26.8%

Worst drop · 1Y−6.7%−28.3%

Volatility · 1Y8.8%29.0%

4–2measures won
JEPI first

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

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.5BAssets$135B

1–1level

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

Overlap: JEPI, GLD

Today

[…]holdings […]

JEPIGLD

JEPI—[…]

GLD[…]—

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

GLD$0 − $40 = −$40

KeptFee

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