Compare · 4 funds side by side · dividends reinvested

JEPI, TIZE, DGRO and JEPQ

JEPIJ.P. Morgan×TIZETCW×DGROiShares×JEPQJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,095DGRO · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

JEPI, TIZE, DGRO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.8%+22.9%+20.7%+11.3%−6.5%10.3%$45.9B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.4

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.77%[…][…][…][…][…][…]$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 11, 2026 · returns include dividends · since: JEPI 2020 · TIZE 2021 · DGRO 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.8B$14,545

JEPI

More Ways to See the Pairs

JEPI vs TIZE: Top 5 Holdings

Today

JEPI

9.8%in top 5

TIZE

in top 5[…]

JEPIStockTIZE

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, TIZE, DGRO, JEPQ

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

JEPQ0.35%$35

TIZE0.40%$40

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureTIZE

+8.6%Year to dateJan 1 → Nov 11[…]

+11.2%1 yearTotal return[…]

+11.1%3 years · per year$10,000 became $13,729 · […][…]

+7.8%5 years · per year$10,000 became $14,545 · […][…]

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

7.84%Trailing 12-mo yield$784 · $77 a year on $10k0.77%

−6.7%Worst dropSmaller is better[…]

9.0%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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

JEPI vs TIZE Returns, Every Period

1Y

J.P. MorganJEPI

+11.2%

past year

TIZETCW

[…]

past year

Returns […]

JEPITIZEFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

JEPI vs JEPQ

YTD

J.P. MorganJEPI

+8.6%

JEPQJ.P. Morgan

+8.1%

+8.6%Year to date+8.1%

−6.7%Worst drop · 1Y−11.5%

9.0%Volatility · 1Y16.9%

7.8%Yield12.2%

$46.8BAssets$41.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPI, TIZE, DGRO, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

JEPI7.84%$784

DGRO1.82%$182

TIZE0.77%$77

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

JEPI$784 − $35 = $749

DGRO$182 − $8 = $174

TIZE$77 − $40 = $37

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, TIZE, DGRO, JEPQ

Today

34.2%most shared, JEPI and DGRO

JEPITIZEDGROJEPQ

JEPI—[…]34.2%28.3%

TIZE[…]—[…][…]

DGRO34.2%[…]—19.6%

JEPQ28.3%[…]19.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+22.9%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

JEPQWorst drop−11.5%16.9% vol

TIZEWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+8.1%Year to date+19.8%

12.2%Yield1.8%

+9.0%Past year+22.9%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPI, TIZE, DGRO and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four