JEPI vs GPIQ

AJEPI

BGPIQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income10.78%GPIQ · $1,078 on $10k

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

Held in common25.8%JEPI and GPIQ

JEPI

GPIQ

JPMorgan Equity Premium Income ETF · $46.0BGoldman Sachs Nasdaq-100 Premium Income ETF · $6.3B

+12.4%3 years · per year$14,201 · $18,904+23.6%

+7.4%5 years · per year$14,322 · […][…]

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

7.96%12-mo yield$796 · $1,078 on $10k10.78%

−6.7%Worst dropSmaller wins−9.5%

7.9%VolatilityLower wins17.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · GPIQ

1.9%AAPL8.2%

1.9%MSFT6.3%

1.8%AMZN4.3%

1.7%COST2.2%

Held in common25.8%

End-of-day Nov 3, 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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	BGPIQ	Goldman Sachs Nasdaq-100 Premium Income ETFRead Desk		0.35%	10.78%	+0.7%	+11.4%	+10.7%	+23.6%	new	−9.5%	$6.3B

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

Both

5Y2 funds

#			Trend
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	BGPIQ	Goldman Sachs Nasdaq-100 Premium Income ETFRead Desk		0.35%	10.78%	+0.7%	+11.4%	+10.7%	+23.6%	new	−9.5%	$6.3B

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

Cards for this view

JEPI vs GPIQ

JEPI

JPMorgan Equity Premium Income

$14,322

GPIQ

Goldman Sachs Nasdaq-100 Premium Income

[…]

MeasureJEPIGPIQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield7.96%10.78%

5 years, per year+7.4%[…]

3 years, per year+12.4%+23.6%

Worst drop · 1Y−6.7%−9.5%

Volatility · 1Y7.9%17.6%

2–2measures won
level

25.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: JEPI, GPIQ

Today

25.8%most shared, JEPI and GPIQ

JEPIGPIQ

JEPI—25.8%

GPIQ25.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,043most kept, GPIQ

GPIQ$1,078 − $35 = $1,043

JEPI$796 − $35 = $761

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee