Compare · 4 funds side by side · dividends reinvested

QQQ, TIZE, JEPQ and SPY

QQQInvesco×TIZETCW×JEPQJ.P. Morgan×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,352QQQ · best of the four

02 / 04

QQQ, TIZE, JEPQ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B2.5

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 5, 2026 · returns include dividends · since: QQQ 1999 · TIZE 2021 · JEPQ 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $465B$17,352

QQQ

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

QQQMeasureTIZE

+5.7%Year to dateJan 1 → Nov 5[…]

+5.0%1 yearTotal return[…]

+23.3%3 years · per year$10,000 became $18,756 · […][…]

+11.7%5 years · per year$10,000 became $17,352 · […][…]

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

0.48%Trailing 12-mo yield$48 · $76 a year on $10k0.76%

−14.8%Worst dropSmaller is better[…]

21.3%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 5, 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

31.5%in top 5

TIZE

in top 5[…]

QQQStockTIZE

8.3%AAPLnot top 5

7.8%NVDAnot top 5

6.7%MSFTnot top 5

4.7%AMZNnot top 5

4.0%MUnot top 5

Held in common[…]

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

QQQ vs TIZE Returns, Every Period

InvescoQQQ

+5.0%

past year

TIZETCW

[…]

past year

Returns […]

QQQTIZEFaded: behind in that period

0–0Level

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

Core vs Income: QQQ vs JEPQ

YTD

InvescoQQQ

+5.7%

JEPQJ.P. Morgan

+8.5%

+5.7%Year to date+8.5%

−14.8%Worst drop · 1Y−8.8%

21.3%Volatility · 1Y15.5%

0.5%Yield12.2%

$465BAssets$42.1B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: QQQ, TIZE, JEPQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

JEPQ0.35%$35

TIZE0.40%$40

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

Yields: QQQ, TIZE, JEPQ, SPY

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SPY1.03%$103

TIZE0.76%$76

QQQ0.48%$48

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

SPY$103 − $9 = $94

TIZE$76 − $40 = $36

QQQ$48 − $18 = $30

KeptFee

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

Overlap: QQQ, TIZE, JEPQ, SPY

Today

72.8%most shared, QQQ and JEPQ

QQQTIZEJEPQSPY

QQQ—[…]72.8%52.8%

TIZE[…]—[…][…]

JEPQ72.8%[…]—49.7%

SPY52.8%[…]49.7%—

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

Return vs Bumpiness: 4 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

JEPQWorst drop−8.8%15.5% vol

QQQWorst drop−14.8%21.3% vol

TIZEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSPY

+8.5%Year to date+8.3%

12.2%Yield1.0%

+9.3%Past year+9.7%

0.35%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

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

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026