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JEPI vs GPIX

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

JEPI

JPMorgan Equity Premium Income ETF

Annual cost

0.35%

Fund size

$45.6B

GPIX

Goldman Sachs S&P 500 Premium Income ETF

Annual cost

0.29%

Fund size

$3.7B

Key differences

  • GPIX costs 0.06% less per year.
  • JEPI is significantly larger than GPIX — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

JEPIGPIX
Annual cost (TER)0.35%0.29%
Fund size (AUM)$45.6B$3.7B
Since20202023
Dividend yield8.29%3.39%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+10.1%+28.0%
CAGR 3Y+9.1%N/A
CAGR 5Y+7.8%N/A
Sharpe 3Y0.57N/A
Volatility 1Y7.89%10.30%
Max drawdown-13.71%-17.50%

Similar to JEPI and GPIX