Compare · 4 funds side by side · dividends reinvested

JEPQ, TIZE, JEPI and CGDV

JEPQJ.P. Morgan×TIZETCW×JEPIJ.P. Morgan×CGDVCapital Group×

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

02 / 04

JEPQ, TIZE, JEPI 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%$39.0B1.7

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.0

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: JEPQ 2022 · TIZE 2021 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

JEPQMeasureTIZE

+8.5%Year to dateJan 1 → Nov 5[…]

+9.3%1 yearTotal return[…]

+20.3%3 years · per year$10,000 became $17,406 · […][…]

[…]5 years · per year[…]

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

12.17%Trailing 12-mo yield$1,217 · $76 a year on $10k0.76%

−8.8%Worst dropSmaller is better[…]

15.5%VolatilityLower is calmer[…]

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

2–0JEPQ wins

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

More Ways to See the Pairs

JEPQ vs TIZE: Top 5 Holdings

Today

JEPQ

28.3%in top 5

TIZE

in top 5[…]

JEPQStockTIZE

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

4.2%GOOGnot top 5

4.2%AMZNnot top 5

Held in common[…]

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

JEPQ vs TIZE Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

TIZETCW

[…]

past year

Returns […]

JEPQTIZEFaded: behind in that period

0–0Level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

−8.8%Worst drop · 1Y−6.7%

15.5%Volatility · 1Y8.8%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, TIZE, JEPI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

JEPI0.35%$35

TIZE0.40%$40

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

Yields: JEPQ, TIZE, JEPI, CGDV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

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

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

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: JEPQ, TIZE, JEPI, CGDV

Today

29.0%most shared, JEPQ and CGDV

JEPQTIZEJEPICGDV

JEPQ—[…]27.0%29.0%

TIZE[…]—[…][…]

JEPI27.0%[…]—27.2%

CGDV29.0%[…]27.2%—

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

Return vs Bumpiness: 4 ETFs

+13.2%CGDV, at 13.4% volatility

JEPIWorst drop−6.7%8.8% vol

CGDVWorst drop−9.7%13.4% 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

JEPQCGDV

+8.5%Year to date+9.7%

12.2%Yield1.3%

+9.3%Past year+13.2%

0.35%Fee0.33%

3–1CGDV 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

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