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GPIX vs JEPQ

Goldman Sachs S&P 500 Premium Income ETF vs JPMorgan Nasdaq Equity Premium Income ETF

GPIX

Goldman Sachs S&P 500 Premium Income ETF

Annual cost

0.29%

Fund size

$3.7B

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

Annual cost

0.35%

Fund size

$37.7B

Key differences

  • GPIX costs 0.06% less per year.
  • JEPQ is significantly larger than GPIX — larger funds tend to be more liquid and less likely to close.
  • GPIX is classified as alternative, while JEPQ is equity — different risk/return profiles.
  • GPIX follows a option income strategy; JEPQ uses active selection.

Side-by-side comparison

GPIXJEPQ
Annual cost (TER)0.29%0.35%
Fund size (AUM)$3.7B$37.7B
Since20232022
Dividend yield3.39%10.43%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+28.0%+30.2%
CAGR 3YN/A+21.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.13
Volatility 1Y10.30%11.77%
Max drawdown-17.50%-20.07%

Similar to GPIX and JEPQ