Compare · 4 funds side by side · dividends reinvested

IVV, TIZE, JEPI and DGRO

IVViShares×TIZETCW×JEPIJ.P. Morgan×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,118IVV · best of the four

02 / 04

IVV, TIZE, JEPI and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.4

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 4, 2026 · returns include dividends · since: IVV 2000 · TIZE 2021 · JEPI 2020 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureTIZE

+13.4%Year to dateJan 1 → Nov 4[…]

+13.5%1 yearTotal return[…]

+24.2%3 years · per year$10,000 became $19,178 · […][…]

+12.6%5 years · per year$10,000 became $18,118 · […][…]

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

1.09%Trailing 12-mo yield$109 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better[…]

12.9%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 4, 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

27.3%in top 5

TIZE

in top 5[…]

IVVStockTIZE

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

IVV vs TIZE Returns, Every Period

iSharesIVV

+13.5%

past year

TIZETCW

[…]

past year

Returns […]

IVVTIZEFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs JEPI

YTD

iSharesIVV

+13.4%

JEPIJ.P. Morgan

+8.8%

+13.4%Year to date+8.8%

−8.9%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y8.1%

1.1%Yield7.8%

$887BAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, TIZE, JEPI, DGRO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DGRO0.08%$8

JEPI0.35%$35

TIZE0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, TIZE, JEPI, DGRO

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

DGRO1.81%$181

IVV1.09%$109

TIZE0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

DGRO$181 − $8 = $173

IVV$109 − $3 = $106

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, TIZE, JEPI, DGRO

Today

43.6%most shared, IVV and DGRO

IVVTIZEJEPIDGRO

IVV—[…]39.3%43.6%

TIZE[…]—[…][…]

JEPI39.3%[…]—34.1%

DGRO43.6%[…]34.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.5%DGRO, at 9.7% volatility

JEPIWorst drop−6.7%8.1% vol

DGROWorst drop−6.5%9.7% vol

IVVWorst drop−8.9%12.9% vol

TIZEWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+8.8%Year to date+20.6%

7.8%Yield1.8%

+11.9%Past year+24.5%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026