Compare · 4 funds side by side · dividends reinvested

SPYM, TIZE, SCHD and JEPI

SPYMSPDR×TIZETCW×SCHDSchwab×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,164SPYM · best of the four

02 / 04

SPYM, TIZE, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.3

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SPYM 2005 · TIZE 2021 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

SPYM

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

SPYMMeasureTIZE

+8.4%Year to dateJan 1 → Nov 5[…]

+9.8%1 yearTotal return[…]

+22.1%3 years · per year$10,000 became $18,222 · […][…]

+11.4%5 years · per year$10,000 became $17,164 · […][…]

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

1.06%Trailing 12-mo yield$106 · $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 5, 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

27.7%in top 5

TIZE

in top 5[…]

SPYMStockTIZE

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 5, 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 5, 2026 · dividends in · faded = behind in that period

Core vs Income: SPYM vs JEPI

YTD

SPDRSPYM

+8.4%

JEPIJ.P. Morgan

+5.2%

+8.4%Year to date+5.2%

−8.9%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y8.8%

1.1%Yield8.1%

$182BAssets$46.1B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, TIZE, SCHD, JEPI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHD0.06%$6

JEPI0.35%$35

TIZE0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPYM, TIZE, SCHD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD2.98%$298

SPYM1.06%$106

TIZE0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

SPYM$106 − $2 = $104

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPYM, TIZE, SCHD, JEPI

Today

39.3%most shared, SPYM and JEPI

SPYMTIZESCHDJEPI

SPYM—[…]8.5%39.3%

TIZE[…]—[…][…]

SCHD8.5%[…]—8.1%

JEPI39.3%[…]8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

SPYMWorst drop−8.9%13.6% vol

TIZEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026