Compare · 4 funds side by side · dividends reinvested

SPYM, TIZE, JEPQ and QQQ

SPYMSPDR×TIZETCW×JEPQJ.P. Morgan×QQQInvesco×

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

02 / 04

SPYM, TIZE, JEPQ and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.4

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 9, 2026 · returns include dividends · since: SPYM 2005 · TIZE 2021 · JEPQ 2022 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

SPYM

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

SPYMMeasureTIZE

+11.3%Year to dateJan 1 → Nov 9[…]

+13.6%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,161 · […][…]

+11.9%5 years · per year$10,000 became $17,553 · […][…]

0.02%Expense ratio$2 · $40 a year on $10k · lower is better0.40%

1.03%Trailing 12-mo yield$103 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better[…]

13.7%VolatilityLower is calmer[…]

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

2–0SPYM wins

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

More Ways to See the Pairs

SPYM vs TIZE: Top 5 Holdings

Today

SPYM

27.8%in top 5

TIZE

in top 5[…]

SPYMStockTIZE

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPYM vs TIZE Returns, Every Period

SPDRSPYM

+13.6%

past year

TIZETCW

[…]

past year

Returns […]

SPYMTIZEFaded: behind in that period

0–0Level

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

Core vs Income: SPYM vs JEPQ

YTD

SPDRSPYM

+11.3%

JEPQJ.P. Morgan

+6.6%

+11.3%Year to date+6.6%

−8.9%Worst drop · 1Y−11.5%

13.7%Volatility · 1Y16.9%

1.0%Yield12.4%

$179BAssets$40.7B

3–1SPYM wins

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

Cost, Income and Risk

Fees: SPYM, TIZE, JEPQ, QQQ

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

QQQ0.18%$18

JEPQ0.35%$35

TIZE0.40%$40

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

Yields: SPYM, TIZE, JEPQ, QQQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SPYM1.03%$103

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

SPYM$103 − $2 = $101

TIZE$76 − $40 = $36

QQQ$46 − $18 = $28

KeptFee

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

Overlap: SPYM, TIZE, JEPQ, QQQ

Today

72.4%most shared, JEPQ and QQQ

SPYMTIZEJEPQQQQ

SPYM—[…]49.5%52.4%

TIZE[…]—[…][…]

JEPQ49.5%[…]—72.4%

QQQ52.4%[…]72.4%—

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

Return vs Bumpiness: 4 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% 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

JEPQSPYM

+6.6%Year to date+11.3%

12.4%Yield1.0%

+9.2%Past year+13.6%

0.35%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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