Compare · 4 funds side by side · dividends reinvested

IVV, TIZE, DGRO and JEPQ

IVViShares×TIZETCW×DGROiShares×JEPQJ.P. Morgan×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,159IVV · best of the four

02 / 04

IVV, TIZE, DGRO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

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 9, 2026 · returns include dividends · since: IVV 2000 · TIZE 2021 · DGRO 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureTIZE

+11.3%Year to dateJan 1 → Nov 9[…]

+13.6%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

1.11%Trailing 12-mo yield$111 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better[…]

13.8%VolatilityLower is calmer[…]

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

2–0IVV wins

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

More Ways to See the Pairs

IVV vs TIZE: Top 5 Holdings

Today

IVV

27.8%in top 5

TIZE

in top 5[…]

IVVStockTIZE

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs TIZE Returns, Every Period

iSharesIVV

+13.6%

past year

TIZETCW

[…]

past year

Returns […]

IVVTIZEFaded: behind in that period

0–0Level

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

Core vs Income: IVV vs JEPQ

YTD

iSharesIVV

+11.3%

JEPQJ.P. Morgan

+6.6%

+11.3%Year to date+6.6%

−8.9%Worst drop · 1Y−11.5%

13.8%Volatility · 1Y16.9%

1.1%Yield12.4%

$875BAssets$40.7B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, TIZE, DGRO, JEPQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DGRO0.08%$8

JEPQ0.35%$35

TIZE0.40%$40

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

Yields: IVV, TIZE, DGRO, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

DGRO1.84%$184

IVV1.11%$111

TIZE0.76%$76

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

DGRO$184 − $8 = $176

IVV$111 − $3 = $108

TIZE$76 − $40 = $36

KeptFee

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

Overlap: IVV, TIZE, DGRO, JEPQ

Today

49.5%most shared, IVV and JEPQ

IVVTIZEDGROJEPQ

IVV—[…]43.8%49.5%

TIZE[…]—[…][…]

DGRO43.8%[…]—19.5%

JEPQ49.5%[…]19.5%—

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

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

IVVWorst drop−8.9%13.8% vol

JEPQWorst drop−11.5%16.9% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQDGRO

+6.6%Year to date+18.8%

12.4%Yield1.8%

+9.2%Past year+22.9%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

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