Compare · 3 funds side by side · dividends reinvested

QQQ, TIZE and JEPI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,763QQQ · best of the three

02 / 04

QQQ, TIZE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B1.6

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: QQQ 1999 · TIZE 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $465B$18,763

QQQ

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

QQQMeasureTIZE

+13.0%Year to dateJan 1 → Nov 4[…]

+10.0%1 yearTotal return[…]

+26.3%3 years · per year$10,000 became $20,153 · […][…]

+13.4%5 years · per year$10,000 became $18,763 · […][…]

0.18%Expense ratio$18 · $40 a year on $10k · lower is better0.40%

0.45%Trailing 12-mo yield$45 · $76 a year on $10k0.76%

−11.7%Worst dropSmaller is better[…]

20.3%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QQQ vs TIZE: Top 5 Holdings

Today

QQQ

31.2%in top 5

TIZE

in top 5[…]

QQQStockTIZE

8.1%NVDAnot top 5

7.9%AAPLnot top 5

6.3%MSFTnot top 5

4.4%AMZNnot top 5

4.4%MUnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

QQQ vs TIZE Returns, Every Period

InvescoQQQ

+10.0%

past year

TIZETCW

[…]

past year

Returns […]

QQQTIZEFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Income: QQQ vs JEPI

YTD

InvescoQQQ

+13.0%

JEPIJ.P. Morgan

+8.8%

+13.0%Year to date+8.8%

−11.7%Worst drop · 1Y−6.7%

20.3%Volatility · 1Y8.1%

0.4%Yield7.8%

$465BAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQ, TIZE, JEPI

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

JEPI0.35%$35

TIZE0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: QQQ, TIZE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

TIZE0.76%$76

QQQ0.45%$45

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

TIZE$76 − $40 = $36

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: QQQ, TIZE, JEPI

Today

26.7%most shared, QQQ and JEPI

QQQTIZEJEPI

QQQ—[…]26.7%

TIZE[…]—[…]

JEPI26.7%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

QQQWorst drop−11.7%20.3% vol

TIZEWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIQQQ

+8.8%Year to date+13.0%

7.8%Yield0.4%

+11.9%Past year+10.0%

0.35%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+18.8%

QQQInvesco

+13.0%

+18.8%Year to date+13.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

1–1level

End-of-day Nov 4, 2026