Compare TIZE, JEPQ and CGDV

TIZE, JEPQ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

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 4, 2026 · returns include dividends · since: TIZE 2021 · JEPQ 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

TCW Securitized Income ETF · $31M[…]

TIZE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested

TIZEMeasureJEPQ

[…]Year to dateJan 1 → Nov 4+8.5%

[…]1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

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

0.76%Trailing 12-mo yield$76 · $1,217 a year on $10k12.17%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

0–2JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TIZE vs JEPQ: Top 5 Holdings

Today

TIZE

[…]in top 5

JEPQ

in top 527.9%

TIZEStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common[…]

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

TIZE vs JEPQ Returns, Every Period

1Y

TCWTIZE

[…]

past year

JEPQJ.P. Morgan

+9.3%

past year

Returns […]

TIZEJEPQFaded: behind in that period

0–0Level

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

TIZE vs JEPQ

YTD

TCWTIZE

[…]

JEPQJ.P. Morgan

+8.5%

[…]Year to date+8.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

0.8%Yield12.2%

$30.8MAssets$42.1B

1–0JEPQ wins

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

Cost, Income and Risk

Fees: TIZE, JEPQ, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

TIZE0.40%$40

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

Yields: TIZE, JEPQ, CGDV

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CGDV1.22%$122

TIZE0.76%$76

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

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CGDV$122 − $33 = $89

TIZE$76 − $40 = $36

KeptFee

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

Overlap: TIZE, JEPQ, CGDV

Today

28.9%most shared, JEPQ and CGDV

TIZEJEPQCGDV

TIZE—[…][…]

JEPQ[…]—28.9%

CGDV[…]28.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

JEPQWorst drop−8.8%15.5% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQCGDV

+8.5%Year to date+14.6%

12.2%Yield1.2%

+9.3%Past year+17.5%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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