SEPI vs GPIX

ASEPI

BGPIX

Measures won0–3GPIX wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%GPIX · $35 on $10k

Most income8.62%GPIX · $862 on $10k

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

Held in common44.9%SEPI and GPIX

SEPI

GPIX

Shelton Equity Premium Income ETF · $190MGoldman Sachs S&P 500 Premium Income ETF · $6.3B

[…]3 years · per year[…] · $17,136+19.7%

[…]5 years · per year[…]

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

8.52%12-mo yield$852 · $862 on $10k8.62%

−7.7%Worst dropSmaller wins−7.7%

13.1%VolatilityLower wins11.9%

0–3GPIX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSEPI · GPIX

7.2%AAPL7.9%

6.2%MSFT6.3%

5.3%NVDA7.0%

3.9%AMZN4.0%

Held in common44.9%

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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	ASEPI	Shelton Equity Premium Income ETFRead Desk	0.54%	8.52%	+0.1%	+11.2%	+13.7%	new	new	−7.7%	$190M
3	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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	ASEPI	Shelton Equity Premium Income ETFRead Desk	0.54%	8.52%	+0.1%	+11.2%	+13.7%	new	new	−7.7%	$190M
3	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

SEPI vs GPIX

SEPI

Shelton Equity Premium Income

[…]

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

MeasureSEPIGPIX

Fee0.54%0.35%

Cost on $10k a year$54$35

Yield8.52%8.62%

5 years, per year[…][…]

3 years, per year[…]+19.7%

Worst drop · 1Y−7.7%−7.7%

Volatility · 1Y13.1%11.9%

3–0measures won
GPIX first

44.9%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SEPI, GPIX, JEPI

Today

44.9%most shared, SEPI and GPIX

SEPIGPIXJEPI

SEPI—44.9%23.5%

GPIX44.9%—38.0%

JEPI23.5%38.0%—

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

SEPI$852 − $54 = $798

JEPI$809 − $35 = $774

KeptFee

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