JEPQ vs GLD

AJEPQ

BGLD

Measures won4–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$22,340GLD

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common[…]JEPQ and GLD

JEPQ

GLD

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BSPDR Gold Shares · $135B

+20.3%3 years · per year$17,406 · $20,397+26.8%

[…]5 years · per year[…] · $22,340+17.4%

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

12.17%12-mo yield$1,217 · $0 on $10k0.00%

−8.8%Worst dropSmaller wins−28.3%

15.5%VolatilityLower wins29.0%

4–1JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · 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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

JEPQ vs GLD

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

GLD

SPDR Gold Shares

$22,340

MeasureJEPQGLD

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield12.17%0.00%

5 years, per year[…]+17.4%

3 years, per year+20.3%+26.8%

Worst drop · 1Y−8.8%−28.3%

Volatility · 1Y15.5%29.0%

4–1measures won
JEPQ 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: JEPQ, GLD

Today

[…]holdings […]

JEPQGLD

JEPQ—[…]

GLD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

GLD$0 − $40 = −$40

KeptFee

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