Compare · 4 funds side by side · dividends reinvested

QQQ, TIZE, JEPI and JEPQ

QQQInvesco×TIZETCW×JEPIJ.P. Morgan×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,068QQQ · best of the four

02 / 04

QQQ, TIZE, JEPI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.1

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: QQQ 1999 · TIZE 2021 · JEPI 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $446B$18,068

QQQ

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

QQQMeasureTIZE

+11.0%Year to dateJan 1 → Nov 9[…]

+11.6%1 yearTotal return[…]

+23.9%3 years · per year$10,000 became $19,011 · […][…]

+12.6%5 years · per year$10,000 became $18,068 · […][…]

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

0.46%Trailing 12-mo yield$46 · $76 a year on $10k0.76%

−14.8%Worst dropSmaller is better[…]

21.5%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 9, 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

31.4%in top 5

TIZE

in top 5[…]

QQQStockTIZE

8.5%AAPLnot top 5

7.7%NVDAnot top 5

6.7%MSFTnot top 5

4.8%AMZNnot top 5

3.7%MUnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

QQQ vs TIZE Returns, Every Period

InvescoQQQ

+11.6%

past year

TIZETCW

[…]

past year

Returns […]

QQQTIZEFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: QQQ vs JEPQ

YTD

InvescoQQQ

+11.0%

JEPQJ.P. Morgan

+6.6%

+11.0%Year to date+6.6%

−14.8%Worst drop · 1Y−11.5%

21.5%Volatility · 1Y16.9%

0.5%Yield12.4%

$446BAssets$40.7B

3–1JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQ, TIZE, JEPI, JEPQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

JEPI0.35%$35

JEPQ0.35%$35

TIZE0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: QQQ, TIZE, JEPI, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

TIZE0.76%$76

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

TIZE$76 − $40 = $36

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: QQQ, TIZE, JEPI, JEPQ

Today

72.4%most shared, QQQ and JEPQ

QQQTIZEJEPIJEPQ

QQQ—[…]27.1%72.4%

TIZE[…]—[…][…]

JEPI27.1%[…]—27.5%

JEPQ72.4%[…]27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+11.6%QQQ, at 21.5% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

QQQWorst drop−14.8%21.5% vol

TIZEWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQQQQ

+6.6%Year to date+11.0%

12.4%Yield0.5%

+9.2%Past year+11.6%

0.35%Fee0.18%

3–1QQQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

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

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026