Compare · 3 funds side by side · dividends reinvested

JEPQ, TIZE and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

JEPQ, TIZE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

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: JEPQ 2022 · TIZE 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

TCW Securitized Income ETF · $31M[…]

TIZE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested

TIZEMeasureVIG

[…]Year to dateJan 1 → Nov 5+12.5%

[…]1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.40%Expense ratio$40 · $4 a year on $10k · lower is better0.04%

0.76%Trailing 12-mo yield$76 · $149 a year on $10k1.49%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

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

0–2VIG wins

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

More Ways to See the Pairs

TIZE vs VIG: Top 5 Holdings

Today

TIZE

[…]in top 5

VIG

in top 522.1%

TIZEStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

TIZE vs VIG Returns, Every Period

TCWTIZE

[…]

past year

VIGVanguard

+15.2%

past year

Returns […]

TIZEVIGFaded: behind in that period

0–0Level

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

TIZE vs JEPQ

YTD

TCWTIZE

[…]

JEPQJ.P. Morgan

+8.5%

[…]Year to date+8.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

0.8%Yield12.2%

$30.8MAssets$42.1B

1–0JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, TIZE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

TIZE0.40%$40

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

Yields: JEPQ, TIZE, VIG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VIG1.49%$149

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

VIG$149 − $4 = $145

TIZE$76 − $40 = $36

KeptFee

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

Overlap: JEPQ, TIZE, VIG

Today

26.3%most shared, JEPQ and VIG

JEPQTIZEVIG

JEPQ—[…]26.3%

TIZE[…]—[…]

VIG26.3%[…]—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% 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

JEPQVIG

+8.5%Year to date+12.5%

12.2%Yield1.5%

+9.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026