Loading…
Getting the latest data.
−0.1%
Your desk · 0 saved viewsOpen
Save view, at the bottom, keeps this one here
JEPI and GPIQ · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return−1.1%−5.9%−5.5%+10.4%+10.6%+75.3%—+88.1%
Peer average−0.6%−4.5%−2.2%+6.0%+6.3%+42.8%+21.3%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
Goldman Sachs GPIQ and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
TechnologyConsumer CyclicalCommunication ServicesConsumer DefensiveHealthcareIndustrials
Goldman Sachs GPIQ · 104 holdings · tile size = share of the fund · as of Nov 13, 2026
+11.9%
new
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+10.4%
new
$6.5B
FT Vest Rising Dividend Achievers Target Income
+15.4%
new
$3.9B
U.S. Large Cap Premium Income Active
+13.5%
new
$1.6B
JPMorgan Equity Premium Yield
new
new
$922M
FT Vest SMID Rising Dividend Achievers Target Income
+14.0%
new
$913M
JPMorgan Nasdaq Equity Premium Yield
new
new
$817M
Parametric Equity Premium Income
+18.3%
new
$574M
WisdomTree Equity Premium Income
+6.6%
+50.5%
$563M
Kensington Hedged Premium Income
+8.4%
new
$462M
T. Rowe Price Capital Appreciation Premium Income
+10.6%
new
$333M
KBW Premium Yield Equity REIT
+15.3%
+1.8%
$283M
YieldMax Gold Miners Option Income Strategy
−12.0%
new
$254M
YieldMax MRNA Option Income Strategy
+456.5%
new
$247M
Premium Income · current AUM · as of Nov 13, 2026
−0.3%
+11.9%
+12.7%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−1.1%
+10.4%
+10.6%
$6.5B
FT Vest Rising Dividend Achievers Target Income ETF
0.0%
+15.4%
+18.0%
$3.9B
iShares U.S. Large Cap Premium Income Active ETF
−0.3%
+13.5%
+14.5%
$1.6B
#21 of 75 this year · #12 cheapest of 92 · sorted by assets
GPIQ and its peer group · total return · as of Nov 13, 2026
4.63%
5MUMicron Technology3.92% 6AMDAdvanced Micro Devices3.80% 8METAMeta Platforms -3.26% Goldman Sachs GPIQ · weight in the fund · as of Nov 13, 2026
Goldman Sachs GPIQ · 104 holdings · tile size = share of the fund · as of Nov 13, 2026
JEPI and GPIQ · year-to-date · as of Nov 13, 2026 · AUM not scored
GPIQAvsBPeer average
1D−1.1%−0.6%
1M−5.9%−4.5%
3M−5.5%−2.2%
YTD+10.4%+6.0%
1Y+10.6%+6.3%
3Y+75.3%+42.8%
5Y[…]+21.3%
3–3level
91 Premium income peers · each row scaled to its leader
TSLA3.3%
92 more
TSLA3.3%
82 more
TechnologyConsumer CyclicalCommunication ServicesConsumer DefensiveHealthcareIndustrials