Compare · 3 funds side by side · dividends reinvested

TIZE, JEPI and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

TIZE, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$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 6, 2026 · returns include dividends · since: TIZE 2021 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,118

JEPI

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureTIZE

+5.3%Year to dateJan 1 → Nov 6[…]

+8.2%1 yearTotal return[…]

+10.7%3 years · per year$10,000 became $13,562 · […][…]

+7.1%5 years · per year$10,000 became $14,118 · […][…]

0.35%Expense ratio$35 · $40 a year on $10k · lower is better0.40%

8.09%Trailing 12-mo yield$809 · $76 a year on $10k0.76%

−6.7%Worst dropSmaller is better[…]

8.8%VolatilityLower is calmer[…]

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

2–0JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs TIZE: Top 5 Holdings

Today

JEPI

9.9%in top 5

TIZE

in top 5[…]

JEPIStockTIZE

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common[…]

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

JEPI vs TIZE Returns, Every Period

J.P. MorganJEPI

+8.2%

past year

TIZETCW

[…]

past year

Returns […]

JEPITIZEFaded: behind in that period

0–0Level

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

Income vs Core: JEPI vs VOO

YTD

J.P. MorganJEPI

+5.3%

VOOVanguard

+8.7%

+5.3%Year to date+8.7%

−6.7%Worst drop · 1Y−8.9%

8.8%Volatility · 1Y13.5%

8.1%Yield1.1%

$45.2BAssets$1.00T

3–1JEPI wins

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

Cost, Income and Risk

Fees: TIZE, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JEPI0.35%$35

TIZE0.40%$40

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

Yields: TIZE, JEPI, VOO

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VOO1.10%$110

TIZE0.76%$76

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VOO$110 − $3 = $107

TIZE$76 − $40 = $36

KeptFee

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

Overlap: TIZE, JEPI, VOO

Today

37.5%most shared, JEPI and VOO

TIZEJEPIVOO

TIZE—[…][…]

JEPI[…]—37.5%

VOO[…]37.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

JEPIWorst drop−6.7%8.8% vol

VOOWorst drop−8.9%13.5% vol

TIZEWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVOO

+5.3%Year to date+8.7%

8.1%Yield1.1%

+8.2%Past year+9.8%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026