Compare · 4 funds side by side · dividends reinvested

IVV, TIZE, SCHD and JEPQ

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,414IVV · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

IVV, TIZE, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.7

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 10, 2026 · returns include dividends · since: IVV 2000 · TIZE 2021 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

JEPQ

More Ways to See the Pairs

JEPQ vs IVV: Top 5 Holdings

Today

JEPQ

28.0%in top 5

IVV

in top 527.3%

JEPQStockIVV

7.2%AAPL7.9%

6.2%NVDA6.6%

6.0%MSFT6.2%

4.3%AMZN4.0%

4.3%

Cost, Income and Risk

Fees: IVV, TIZE, SCHD, JEPQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

TIZE0.40%$40

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

IVV

iShares Core S&P 500 ETF · $872B$17,414

$10,000 five years ago, dividends reinvested · they hold 49.5% in common

JEPQMeasureIVV

+6.0%Year to dateJan 1 → Nov 10+10.9%

+8.8%1 yearTotal return+13.0%

+17.6%3 years · per year$10,000 became $16,284 · $17,934+21.5%

[…]5 years · per year$10,000 became […] · $17,414+11.7%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

12.45%Trailing 12-mo yield$1,245 · $111 a year on $10k1.11%

−11.5%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer13.8%

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

1–6IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOG

not top 5

not top 5GOOGL2.6%

Held in common49.5%

End-of-day Nov 10, 2026 · share of each fund

JEPQ vs IVV Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

IVViShares

+13.0%

past year

JEPQIVVFaded: behind in that period

0–3IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+6.0%

SCHDSchwab

+33.8%

+6.0%Year to date+33.8%

−11.5%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.8%

12.4%Yield2.9%

$42.0BAssets$123B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: IVV, TIZE, SCHD, JEPQ

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

IVV1.11%$111

TIZE0.76%$76

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

IVV$111 − $3 = $108

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVV, TIZE, SCHD, JEPQ

Today

49.5%most shared, IVV and JEPQ

IVVTIZESCHDJEPQ

IVV—[…]8.5%49.5%

TIZE[…]—[…][…]

SCHD8.5%[…]—3.7%

JEPQ49.5%[…]3.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IVVWorst drop−8.9%13.8% vol

JEPQWorst drop−11.5%16.9% vol

TIZEWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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IVV, TIZE, SCHD and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four