Compare · 3 funds side by side · dividends reinvested

JEPI, TIZE and CGDV

JEPIJ.P. Morgan×TIZETCW×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

JEPI, TIZE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.0

Rank among the three1st → 3rdFee, 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: JEPI 2020 · TIZE 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureTIZE

+5.2%Year to dateJan 1 → Nov 5[…]

+8.3%1 yearTotal return[…]

+11.0%3 years · per year$10,000 became $13,674 · […][…]

+7.1%5 years · per year$10,000 became $14,108 · […][…]

0.35%Expense ratio$35 · $40 a year on $10k · lower is better0.40%

8.09%Trailing 12-mo yield$809 · $76 a year on $10k0.76%

−6.7%Worst dropSmaller is better[…]

8.8%VolatilityLower is calmer[…]

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

2–0JEPI wins

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

More Ways to See the Pairs

JEPI vs TIZE: Top 5 Holdings

Today

JEPI

9.9%in top 5

TIZE

in top 5[…]

JEPIStockTIZE

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

Held in common[…]

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

JEPI vs TIZE Returns, Every Period

J.P. MorganJEPI

+8.3%

past year

TIZETCW

[…]

past year

Returns […]

JEPITIZEFaded: behind in that period

0–0Level

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

JEPI vs CGDV

YTD

J.P. MorganJEPI

+5.2%

CGDVCapital Group

+9.7%

+5.2%Year to date+9.7%

−6.7%Worst drop · 1Y−9.7%

8.8%Volatility · 1Y13.4%

8.1%Yield1.3%

$46.1BAssets$39.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, TIZE, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

TIZE0.40%$40

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

Yields: JEPI, TIZE, CGDV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CGDV1.27%$127

TIZE0.76%$76

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CGDV$127 − $33 = $94

TIZE$76 − $40 = $36

KeptFee

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

Overlap: JEPI, TIZE, CGDV

Today

27.2%most shared, JEPI and CGDV

JEPITIZECGDV

JEPI—[…]27.2%

TIZE[…]—[…]

CGDV27.2%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.2%CGDV, at 13.4% volatility

JEPIWorst drop−6.7%8.8% vol

CGDVWorst drop−9.7%13.4% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPICGDV

+5.2%Year to date+9.7%

8.1%Yield1.3%

+8.3%Past year+13.2%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

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