Compare · 3 funds side by side · dividends reinvested

TIZE, JEPI and CGDV

TIZETCW×JEPIJ.P. Morgan×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

TIZE, JEPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

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 5, 2026 · returns include dividends · since: TIZE 2021 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

TCW Securitized Income ETF · $31M[…]

TIZE

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested

TIZEMeasureJEPI

[…]Year to dateJan 1 → Nov 5+5.2%

[…]1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

0.76%Trailing 12-mo yield$76 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

0–2JEPI wins

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

More Ways to See the Pairs

TIZE vs JEPI: Top 5 Holdings

Today

TIZE

[…]in top 5

JEPI

in top 59.9%

TIZEStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

TIZE vs JEPI Returns, Every Period

TCWTIZE

[…]

past year

JEPIJ.P. Morgan

+8.3%

past year

Returns […]

TIZEJEPIFaded: behind in that period

0–0Level

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

TIZE vs JEPI

YTD

TCWTIZE

[…]

JEPIJ.P. Morgan

+5.2%

[…]Year to date+5.2%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

0.8%Yield8.1%

$30.8MAssets$46.1B

1–0JEPI wins

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

Cost, Income and Risk

Fees: TIZE, JEPI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

TIZE0.40%$40

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

Yields: TIZE, JEPI, CGDV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CGDV1.27%$127

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

CGDV$127 − $33 = $94

TIZE$76 − $40 = $36

KeptFee

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

Overlap: TIZE, JEPI, CGDV

Today

27.2%most shared, JEPI and CGDV

TIZEJEPICGDV

TIZE—[…][…]

JEPI[…]—27.2%

CGDV[…]27.2%—

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

Return vs Bumpiness: 3 ETFs

+13.2%CGDV, at 13.4% volatility

JEPIWorst drop−6.7%8.8% vol

CGDVWorst drop−9.7%13.4% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPICGDV

+5.2%Year to date+9.7%

8.1%Yield1.3%

+8.3%Past year+13.2%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

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