JEPQ vs GDOC

AJEPQ

BGDOC

Measures won5–0JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.7%JEPQ and GDOC

JEPQ

GDOC

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BGoldman Sachs Future Health Care Equity ETF · $20M

+18.2%3 years · per year$16,495 · $13,882+11.6%

[…]5 years · per year[…]

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

12.39%12-mo yield$1,239 · $29 on $10k0.29%

−11.5%Worst dropSmaller wins−15.7%

16.9%VolatilityLower wins17.1%

5–0JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · GDOC

0.7%ISRG2.7%

0.7%VRTX4.1%

0.5%ABBV3.0%

0.2%TMO3.8%

Held in common2.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
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

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
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

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs GDOC

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

GDOC

Goldman Sachs Future Health Care Equity

[…]

MeasureJEPQGDOC

Fee0.35%0.75%

Cost on $10k a year$35$75

Yield12.39%0.29%

5 years, per year[…][…]

3 years, per year+18.2%+11.6%

Worst drop · 1Y−11.5%−15.7%

Volatility · 1Y16.9%17.1%

5–0measures won
JEPQ first

2.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: JEPQ, GDOC, SCHD

Today

7.7%most shared, GDOC and SCHD

JEPQGDOCSCHD

JEPQ—2.7%3.8%

GDOC2.7%—7.7%

SCHD3.8%7.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

GDOC$29 − $75 = −$46

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee