SEPI vs GPIX

ASEPI

BGPIX

Measures won0–3GPIX wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

Most income8.65%GPIX · $865 on $10k

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

Held in common45.2%SEPI and GPIX

SEPI

GPIX

Shelton Equity Premium Income ETF · $190MGoldman Sachs S&P 500 Premium Income ETF · $6.5B

[…]3 years · per year[…] · $17,262+20.0%

[…]5 years · per year[…]

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

8.53%12-mo yield$853 · $865 on $10k8.65%

−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

7.1%AAPL7.7%

6.2%MSFT6.3%

5.7%NVDA7.4%

3.9%AMZN4.0%

Held in common45.2%

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ASEPI	Shelton Equity Premium Income ETFRead Desk	0.54%	8.53%	−3.3%	+11.0%	+14.1%	new	new	−7.7%	$190M
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.65%	−4.1%	+8.9%	+10.9%	+20.0%	new	−7.7%	$6.5B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ASEPI	Shelton Equity Premium Income ETFRead Desk	0.54%	8.53%	−3.3%	+11.0%	+14.1%	new	new	−7.7%	$190M
3	BGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.65%	−4.1%	+8.9%	+10.9%	+20.0%	new	−7.7%	$6.5B

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

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

Yield8.53%8.65%

5 years, per year[…][…]

3 years, per year[…]+20.0%

Worst drop · 1Y−7.7%−7.7%

Volatility · 1Y13.1%11.9%

3–0measures won
GPIX first

45.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SEPI, GPIX, VYM

Today

45.2%most shared, SEPI and GPIX

SEPIGPIXVYM

SEPI—45.2%21.1%

GPIX45.2%—32.9%

VYM21.1%32.9%—

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

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

SEPI$853 − $54 = $799

VYM$230 − $4 = $226

KeptFee

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