Compare · 3 funds side by side · dividends reinvested

USOY, TIZE and JEPI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

USOY, TIZE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M1.7

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: USOY 2024 · TIZE 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$13,679

JEPI

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 three years ago, dividends reinvested

JEPIMeasureTIZE

+7.5%Year to dateJan 1 → Nov 9[…]

+10.9%1 yearTotal return[…]

+11.0%3 years · per year$10,000 became $13,679 · […][…]

+7.6%5 years · per year$10,000 became $14,448 · […][…]

0.35%Expense ratio$35 · $40 a year on $10k · lower is better0.40%

7.93%Trailing 12-mo yield$793 · $76 a year on $10k0.76%

−6.7%Worst dropSmaller is better[…]

9.0%VolatilityLower is calmer[…]

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

2–0JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs TIZE: Top 5 Holdings

Today

JEPI

9.9%in top 5

TIZE

in top 5[…]

JEPIStockTIZE

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

JEPI vs TIZE Returns, Every Period

J.P. MorganJEPI

+10.9%

past year

TIZETCW

[…]

past year

Returns […]

JEPITIZEFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JEPI vs USOY

YTD

J.P. MorganJEPI

+7.5%

USOYDefiance

+56.2%

+7.5%Year to date+56.2%

−6.7%Worst drop · 1Y−25.5%

9.0%Volatility · 1Y39.1%

7.9%Yield55.2%

$45.2BAssets$74.7M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USOY, TIZE, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

TIZE0.40%$40

USOY1.12%$112

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: USOY, TIZE, JEPI

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

JEPI7.93%$793

TIZE0.76%$76

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

JEPI$793 − $35 = $758

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: USOY, TIZE, JEPI

Today

[…]holdings […]

USOYTIZEJEPI

USOY—[…][…]

TIZE[…]—[…]

JEPI[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

JEPIWorst drop−6.7%9.0% vol

USOYWorst drop−25.5%39.1% vol

TIZEWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USOYJEPI

+56.2%Year to date+7.5%

55.2%Yield7.9%

+56.2%Past year+10.9%

1.12%Fee0.35%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026