Compare · 4 funds side by side · dividends reinvested

SPYM, TIZE, QQQ and JEPI

SPYMSPDR×TIZETCW×QQQInvesco×JEPIJ.P. Morgan×

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

02 / 04

SPYM, TIZE, QQQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.1

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$446B2.4

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: SPYM 2005 · TIZE 2021 · QQQ 1999 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

SPYM

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

SPYMMeasureTIZE

+8.8%Year to dateJan 1 → Nov 6[…]

+9.8%1 yearTotal return[…]

+21.8%3 years · per year$10,000 became $18,082 · […][…]

+11.4%5 years · per year$10,000 became $17,192 · […][…]

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

1.05%Trailing 12-mo yield$105 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better[…]

13.6%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 6, 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

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPYM vs TIZE Returns, Every Period

SPDRSPYM

+9.8%

past year

TIZETCW

[…]

past year

Returns […]

SPYMTIZEFaded: behind in that period

0–0Level

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

Core vs Income: SPYM vs JEPI

YTD

SPDRSPYM

+8.8%

JEPIJ.P. Morgan

+5.3%

+8.8%Year to date+5.3%

−8.9%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y8.8%

1.1%Yield8.1%

$178BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SPYM, TIZE, QQQ, JEPI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

QQQ0.18%$18

JEPI0.35%$35

TIZE0.40%$40

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

Yields: SPYM, TIZE, QQQ, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SPYM1.05%$105

TIZE0.76%$76

QQQ0.47%$47

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SPYM$105 − $2 = $103

TIZE$76 − $40 = $36

QQQ$47 − $18 = $29

KeptFee

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

Overlap: SPYM, TIZE, QQQ, JEPI

Today

52.1%most shared, SPYM and QQQ

SPYMTIZEQQQJEPI

SPYM—[…]52.1%39.1%

TIZE[…]—[…][…]

QQQ52.1%[…]—26.4%

JEPI39.1%[…]26.4%—

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

Return vs Bumpiness: 4 ETFs

+9.8%SPYM, at 13.6% volatility

JEPIWorst drop−6.7%8.8% vol

SPYMWorst drop−8.9%13.6% 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

JEPISPYM

+5.3%Year to date+8.8%

8.1%Yield1.1%

+8.2%Past year+9.8%

0.35%Fee0.02%

3–1SPYM 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

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

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026