Compare · 2 funds side by side · dividends reinvested

TIZE and JEPI

TIZETCW×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 03

TIZE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.0

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: TIZE 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,635

JEPI

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureTIZE

+8.8%Year to dateJan 1 → Nov 4[…]

+11.9%1 yearTotal return[…]

+12.6%3 years · per year$10,000 became $14,269 · […][…]

+7.9%5 years · per year$10,000 became $14,635 · […][…]

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

7.83%Trailing 12-mo yield$783 · $76 a year on $10k0.76%

−6.7%Worst dropSmaller is better[…]

8.1%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 4, 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

9.5%in top 5

TIZE

in top 5[…]

JEPIStockTIZE

2.0%MAnot top 5

1.9%MSFTnot top 5

1.9%Vnot top 5

1.9%AAPLnot top 5

1.8%NEEnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

JEPI vs TIZE Returns, Every Period

J.P. MorganJEPI

+11.9%

past year

TIZETCW

[…]

past year

Returns […]

JEPITIZEFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JEPI vs TIZE

YTD

J.P. MorganJEPI

+8.8%

TIZETCW

[…]

+8.8%Year to date[…]

−6.7%Worst drop · 1Y[…]

8.1%Volatility · 1Y[…]

7.8%Yield0.8%

$46.1BAssets$30.8M

1–0JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TIZE, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

TIZE0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TIZE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

TIZE0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TIZE, JEPI

Today

[…]holdings […]

TIZEJEPI

TIZE—[…]

JEPI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

TIZEWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026