SEPI vs GPIQ

ASEPI

BGPIQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%GPIQ · $35 on $10k

Most income10.68%GPIQ · $1,068 on $10k

Smallest drop−7.7%SEPI · worst fall in 1Y

Held in common39.0%SEPI and GPIQ

SEPI

GPIQ

Shelton Equity Premium Income ETF · $190MGoldman Sachs Nasdaq-100 Premium Income ETF · $6.3B

[…]3 years · per year[…] · $18,821+23.5%

[…]5 years · per year[…]

0.54%Expense ratio$54 · $35 on $10k · lower wins0.35%

8.25%12-mo yield$825 · $1,068 on $10k10.68%

−7.7%Worst dropSmaller wins−9.5%

12.7%VolatilityLower wins17.6%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSEPI · GPIQ

7.0%AAPL8.0%

5.8%NVDA8.0%

5.8%MSFT6.4%

3.7%AMZN4.4%

Held in common39.0%

End-of-day Nov 4, 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							5Y/yr
1	ASEPI	Shelton Equity Premium Income ETFRead Desk		0.54%	8.25%	+1.6%	+14.8%	+17.1%	new	new	−7.7%	$190M
2	BGPIQ	Goldman Sachs Nasdaq-100 Premium Income ETFRead Desk		0.35%	10.68%	+0.9%	+12.4%	+11.3%	+23.5%	new	−9.5%	$6.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ASEPI	Shelton Equity Premium Income ETFRead Desk		0.54%	8.25%	+1.6%	+14.8%	+17.1%	new	new	−7.7%	$190M
2	BGPIQ	Goldman Sachs Nasdaq-100 Premium Income ETFRead Desk		0.35%	10.68%	+0.9%	+12.4%	+11.3%	+23.5%	new	−9.5%	$6.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SEPI vs GPIQ

SEPI

Shelton Equity Premium Income

[…]

GPIQ

Goldman Sachs Nasdaq-100 Premium Income

[…]

MeasureSEPIGPIQ

Fee0.54%0.35%

Cost on $10k a year$54$35

Yield8.25%10.68%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−7.7%−9.5%

Volatility · 1Y12.7%17.6%

2–2measures won
level

39.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SEPI, GPIQ

Today

39.0%most shared, SEPI and GPIQ

SEPIGPIQ

SEPI—39.0%

GPIQ39.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,033most kept, GPIQ

GPIQ$1,068 − $35 = $1,033

SEPI$825 − $54 = $771

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee