Compare · 4 funds side by side · dividends reinvested

QQQ, TIZE, SCHD and JEPQ

QQQInvesco×TIZETCW×SCHDSchwab×JEPQJ.P. Morgan×

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

02 / 04

QQQ, TIZE, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.4

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 4, 2026 · returns include dividends · since: QQQ 1999 · TIZE 2021 · SCHD 2011 · JEPQ 2022

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 JEPQ

YTD

InvescoQQQ

+13.0%

JEPQJ.P. Morgan

+8.5%

+13.0%Year to date+8.5%

−11.7%Worst drop · 1Y−8.8%

20.3%Volatility · 1Y15.5%

0.4%Yield12.2%

$465BAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: QQQ, TIZE, SCHD, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QQQ0.18%$18

JEPQ0.35%$35

TIZE0.40%$40

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

Yields: QQQ, TIZE, SCHD, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.91%$291

TIZE0.76%$76

QQQ0.45%$45

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$291 − $6 = $285

TIZE$76 − $40 = $36

QQQ$45 − $18 = $27

KeptFee

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

Overlap: QQQ, TIZE, SCHD, JEPQ

Today

72.8%most shared, QQQ and JEPQ

QQQTIZESCHDJEPQ

QQQ—[…]5.4%72.8%

TIZE[…]—[…][…]

SCHD5.4%[…]—3.7%

JEPQ72.8%[…]3.7%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

JEPQWorst drop−8.8%15.5% 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

JEPQSCHD

+8.5%Year to date+35.3%

12.2%Yield2.9%

+9.3%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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