Compare · 4 funds side by side · dividends reinvested

IVV, TIZE, JEPQ and SCHD

IVViShares×TIZETCW×JEPQJ.P. Morgan×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

IVV, TIZE, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.4

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 5, 2026 · returns include dividends · since: IVV 2000 · TIZE 2021 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

IVVMeasureSCHD

+8.4%Year to dateJan 1 → Nov 5+32.3%

+9.7%1 yearTotal return+38.7%

+22.1%3 years · per year$10,000 became $18,221 · $17,414+20.3%

+11.4%5 years · per year$10,000 became $17,151 · $16,375+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.14%Trailing 12-mo yield$114 · $298 a year on $10k2.98%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

IVV vs SCHD: Top 5 Holdings

Today

IVV

27.7%in top 5

SCHD

in top 521.7%

IVVStockSCHD

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common8.5%

End-of-day Nov 5, 2026 · share of each fund

IVV vs SCHD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IVVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs JEPQ

YTD

iSharesIVV

+8.4%

JEPQJ.P. Morgan

+8.5%

+8.4%Year to date+8.5%

−8.9%Worst drop · 1Y−8.8%

13.6%Volatility · 1Y15.5%

1.1%Yield12.2%

$887BAssets$42.1B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, TIZE, JEPQ, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

TIZE0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, TIZE, JEPQ, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.98%$298

IVV1.14%$114

TIZE0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

IVV$114 − $3 = $111

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, TIZE, JEPQ, SCHD

Today

49.7%most shared, IVV and JEPQ

IVVTIZEJEPQSCHD

IVV—[…]49.7%8.5%

TIZE[…]—[…][…]

JEPQ49.7%[…]—3.8%

SCHD8.5%[…]3.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−8.8%15.5% vol

TIZEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026