Compare · 4 funds side by side · dividends reinvested

QQQ, TIZE, JEPQ and VTI

QQQInvesco×TIZETCW×JEPQJ.P. Morgan×VTIVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,509QQQ · best of the four

02 / 04

QQQ, TIZE, JEPQ and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.4

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 6, 2026 · returns include dividends · since: QQQ 1999 · TIZE 2021 · JEPQ 2022 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $469B$17,509

QQQ

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

QQQMeasureTIZE

+7.2%Year to dateJan 1 → Nov 6[…]

+5.8%1 yearTotal return[…]

+23.2%3 years · per year$10,000 became $18,694 · […][…]

+11.9%5 years · per year$10,000 became $17,509 · […][…]

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

0.47%Trailing 12-mo yield$47 · $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 6, 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

31.6%in top 5

TIZE

in top 5[…]

QQQStockTIZE

8.7%AAPLnot top 5

7.6%NVDAnot top 5

6.9%MSFTnot top 5

4.9%AMZNnot top 5

3.5%MUnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

QQQ vs TIZE Returns, Every Period

InvescoQQQ

+5.8%

past year

TIZETCW

[…]

past year

Returns […]

QQQTIZEFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: QQQ vs JEPQ

YTD

InvescoQQQ

+7.2%

JEPQJ.P. Morgan

+3.2%

+7.2%Year to date+3.2%

−14.8%Worst drop · 1Y−11.5%

21.3%Volatility · 1Y16.7%

0.5%Yield12.8%

$469BAssets$42.6B

3–1JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQ, TIZE, JEPQ, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

QQQ0.18%$18

JEPQ0.35%$35

TIZE0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: QQQ, TIZE, JEPQ, VTI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VTI1.09%$109

TIZE0.76%$76

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VTI$109 − $3 = $106

TIZE$76 − $40 = $36

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: QQQ, TIZE, JEPQ, VTI

Today

72.3%most shared, QQQ and JEPQ

QQQTIZEJEPQVTI

QQQ—[…]72.3%49.9%

TIZE[…]—[…][…]

JEPQ72.3%[…]—47.2%

VTI49.9%[…]47.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.9%VTI, at 13.7% volatility

VTIWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.7% vol

QQQWorst drop−14.8%21.3% vol

TIZEWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVTI

+3.2%Year to date+8.9%

12.8%Yield1.1%

+4.5%Past year+9.9%

0.35%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026