JEPI vs GPIX

AJEPI

BGPIX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.62%GPIX · $862 on $10k

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

Held in common38.0%JEPI and GPIX

JEPI

GPIX

JPMorgan Equity Premium Income ETF · $46.8BGoldman Sachs S&P 500 Premium Income ETF · $6.3B

+10.7%3 years · per year$13,562 · $17,136+19.7%

+7.1%5 years · per year$14,118 · […][…]

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

8.09%12-mo yield$809 · $862 on $10k8.62%

−6.7%Worst dropSmaller wins−7.7%

8.8%VolatilityLower wins11.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · GPIX

2.0%MSFT6.3%

2.0%AAPL7.9%

1.9%AMZN4.0%

1.7%GOOGL3.5%

Held in common38.0%

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.62%	+0.3%	+9.3%	+10.9%	+19.7%	new	−7.7%	$6.3B

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk		0.35%	8.62%	+0.3%	+9.3%	+10.9%	+19.7%	new	−7.7%	$6.3B

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 GPIX

JEPI

JPMorgan Equity Premium Income

$14,118

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureJEPIGPIX

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield8.09%8.62%

5 years, per year+7.1%[…]

3 years, per year+10.7%+19.7%

Worst drop · 1Y−6.7%−7.7%

Volatility · 1Y8.8%11.9%

2–2measures won
level

38.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPI, GPIX

Today

38.0%most shared, JEPI and GPIX

JEPIGPIX

JEPI—38.0%

GPIX38.0%—

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

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

JEPI$809 − $35 = $774

KeptFee

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