Compare · 4 funds side by side · dividends reinvested

USOY, TIZE, SCHD and JEPI

USOYDefiance×TIZETCW×SCHDSchwab×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeUSOY · 53.42% · $5,342 a year on $10k

Story of the four · RiskSmallest drop

USOY, TIZE, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.0

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.42%+58.0%+59.2%[…][…]−25.5%39.1%$75M2.2

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.77%[…][…][…][…][…][…]$31M3.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: USOY 2024 · TIZE 2021 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Schwab U.S. Dividend Equity ETF · $124B$13,493

More Ways to See the Pairs

SCHD vs TIZE: Top 5 Holdings

Today

SCHD

21.8%in top 5

TIZE

in top 5[…]

SCHDStockTIZE

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: USOY, TIZE, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

TIZE0.40%$40

USOY1.12%$112

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SCHD

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 since Jan 1, dividends reinvested

SCHDMeasureTIZE

+34.9%Year to dateJan 1 → Nov 13[…]

+37.5%1 yearTotal return[…]

+20.2%3 years · per year$10,000 became $17,374 · […][…]

+10.4%5 years · per year$10,000 became $16,418 · […][…]

0.06%Expense ratio$6 · $40 a year on $10k · lower is better0.40%

2.92%Trailing 12-mo yield$292 · $77 a year on $10k0.77%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

2–0SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

SCHD vs TIZE Returns, Every Period

1Y

SchwabSCHD

+37.5%

past year

TIZETCW

[…]

past year

Returns […]

SCHDTIZEFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SCHD vs USOY

YTD

SchwabSCHD

+34.9%

USOYDefiance

+58.0%

+34.9%Year to date+58.0%

−6.9%Worst drop · 1Y−25.5%

11.7%Volatility · 1Y39.1%

2.9%Yield53.4%

$124BAssets$75.1M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: USOY, TIZE, SCHD, JEPI

1Y

53.42%highest, USOY

FundTrailing yieldYield$10k

USOY53.42%$5,342

JEPI7.87%$787

SCHD2.92%$292

TIZE0.77%$77

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$5,230most kept, USOY

USOY$5,342 − $112 = $5,230

JEPI$787 − $35 = $752

SCHD$292 − $6 = $286

TIZE$77 − $40 = $37

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: USOY, TIZE, SCHD, JEPI

Today

8.5%most shared, SCHD and JEPI

USOYTIZESCHDJEPI

USOY—[…][…][…]

TIZE[…]—[…][…]

SCHD[…][…]—8.5%

JEPI[…][…]8.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+59.2%USOY, at 39.1% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

USOYWorst drop−25.5%39.1% vol

TIZEWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

USOYSCHD

+58.0%Year to date+34.9%

53.4%Yield2.9%

+59.2%Past year+37.5%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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USOY, TIZE, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four