Compare · 3 funds side by side · dividends reinvested

SPY, TIZE and JEPI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

SPY, TIZE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.0

Rank among the three1st → 3rdFee, 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: SPY 1993 · TIZE 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

TCW Securitized Income ETF · $31M[…]

TIZE

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested

TIZEMeasureSPY

[…]Year to dateJan 1 → Nov 9+11.2%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

0.76%Trailing 12-mo yield$76 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

0–2SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TIZE vs SPY: Top 5 Holdings

Today

TIZE

[…]in top 5

SPY

in top 527.8%

TIZEStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

TIZE vs SPY Returns, Every Period

TCWTIZE

[…]

past year

SPYSPDR

+13.5%

past year

Returns […]

TIZESPYFaded: behind in that period

0–0Level

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

TIZE vs JEPI

YTD

TCWTIZE

[…]

JEPIJ.P. Morgan

+7.5%

[…]Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

0.8%Yield7.9%

$30.8MAssets$45.2B

1–0JEPI wins

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

Cost, Income and Risk

Fees: SPY, TIZE, JEPI

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JEPI0.35%$35

TIZE0.40%$40

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

Yields: SPY, TIZE, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SPY1.01%$101

TIZE0.76%$76

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SPY$101 − $9 = $92

TIZE$76 − $40 = $36

KeptFee

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

Overlap: SPY, TIZE, JEPI

Today

39.7%most shared, SPY and JEPI

SPYTIZEJEPI

SPY—[…]39.7%

TIZE[…]—[…]

JEPI39.7%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPY, at 13.7% volatility

JEPIWorst drop−6.7%9.0% vol

SPYWorst drop−8.9%13.7% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPISPY

+7.5%Year to date+11.2%

7.9%Yield1.0%

+10.9%Past year+13.5%

0.35%Fee0.09%

3–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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