PLTM vs JEPQ

APLTM

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$22,656GLD · PLTM $14,352

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common[…]PLTM and JEPQ

PLTM

JEPQ

GraniteShares Platinum Trust · $158MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+18.8%3 years · per year$16,763 · $16,495+18.2%

+7.5%5 years · per year$14,352 · […][…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $1,239 on $10k12.39%

−49.1%Worst dropSmaller wins−11.5%

52.6%VolatilityLower wins16.9%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPLTM · JEPQ

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

Held in common[…]

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	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B
2	APLTM	GraniteShares Platinum TrustRead Desk	0.50%	0.00%	+2.8%	−23.6%	+2.2%	+18.8%	+7.5%	−49.1%	$158M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B
2	APLTM	GraniteShares Platinum TrustRead Desk	0.50%	0.00%	+2.8%	−23.6%	+2.2%	+18.8%	+7.5%	−49.1%	$158M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

PLTM vs JEPQ

PLTM

GraniteShares Platinum Trust

$14,352

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePLTMJEPQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.00%12.39%

5 years, per year+7.5%[…]

3 years, per year+18.8%+18.2%

Worst drop · 1Y−49.1%−11.5%

Volatility · 1Y52.6%16.9%

4–1measures won
JEPQ first

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

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

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

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

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 9, 2026

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

Overlap: PLTM, JEPQ, GLD

Today

[…]holdings […]

PLTMJEPQGLD

PLTM—[…][…]

JEPQ[…]—[…]

GLD[…][…]—

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

GLD$0 − $40 = −$40

PLTM$0 − $50 = −$50

KeptFee

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