Compare · 4 funds side by side · dividends reinvested

JEPQ, TIZE, CGDV and VIG

JEPQJ.P. Morgan×TIZETCW×CGDVCapital Group×VIGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, TIZE, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.7

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: JEPQ 2022 · TIZE 2021 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Vanguard Dividend Appreciation ETF · $109B$16,696

VIG

More Ways to See the Pairs

VIG vs TIZE: Top 5 Holdings

Today

VIG

22.1%in top 5

TIZE

in top 5[…]

VIGStockTIZE

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Cost, Income and Risk

Fees: JEPQ, TIZE, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

TIZE0.40%$40

End-of-day Nov 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 three years ago, dividends reinvested

VIGMeasureTIZE

+15.1%Year to dateJan 1 → Nov 10[…]

+17.8%1 yearTotal return[…]

+18.6%3 years · per year$10,000 became $16,696 · […][…]

+10.6%5 years · per year$10,000 became $16,583 · […][…]

0.04%Expense ratio$4 · $40 a year on $10k · lower is better0.40%

1.46%Trailing 12-mo yield$146 · $76 a year on $10k0.76%

−7.9%Worst dropSmaller is better[…]

11.0%VolatilityLower is calmer[…]

VIGTIZE Winner of the row, in its colourEach row: the bigger of the two fills its side

2–0VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

VIG vs TIZE Returns, Every Period

1Y

VanguardVIG

+17.8%

past year

TIZETCW

[…]

past year

Returns […]

VIGTIZEFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+15.1%

JEPQJ.P. Morgan

+6.0%

+15.1%Year to date+6.0%

−7.9%Worst drop · 1Y−11.5%

11.0%Volatility · 1Y16.9%

1.5%Yield12.4%

$109BAssets$42.0B

3–1VIG wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPQ, TIZE, CGDV, VIG

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

VIG1.46%$146

CGDV1.24%$124

TIZE0.76%$76

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPQ, TIZE, CGDV, VIG

Today

29.3%most shared, CGDV and VIG

JEPQTIZECGDVVIG

JEPQ—[…]28.8%26.3%

TIZE[…]—[…][…]

CGDV28.8%[…]—29.3%

VIG26.3%[…]29.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.8%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

TIZEWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+6.0%Year to date+15.1%

12.4%Yield1.5%

+8.8%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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JEPQ, TIZE, CGDV and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four