Compare · 4 funds side by side · dividends reinvested

USOY, TIZE, JEPQ and SCHD

USOYDefiance×TIZETCW×JEPQJ.P. Morgan×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

USOY, TIZE, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$73M2.2

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.5

Rank among the four1st → 4thFee, 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: USOY 2024 · TIZE 2021 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

TCW Securitized Income ETF · $31M[…]

TIZE

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

TIZEMeasureSCHD

[…]Year to dateJan 1 → Nov 6+31.4%

[…]1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

0.76%Trailing 12-mo yield$76 · $300 a year on $10k3.00%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–2SCHD wins

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

More Ways to See the Pairs

TIZE vs SCHD: Top 5 Holdings

Today

TIZE

[…]in top 5

SCHD

in top 521.4%

TIZEStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

TIZE vs SCHD Returns, Every Period

TCWTIZE

[…]

past year

SCHDSchwab

+37.0%

past year

Returns […]

TIZESCHDFaded: behind in that period

0–0Level

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

TIZE vs USOY

YTD

TCWTIZE

[…]

USOYDefiance

+61.1%

[…]Year to date+61.1%

[…]Worst drop · 1Y−25.5%

[…]Volatility · 1Y39.0%

0.8%Yield53.5%

$30.8MAssets$72.6M

1–0USOY wins

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

Cost, Income and Risk

Fees: USOY, TIZE, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

TIZE0.40%$40

USOY1.12%$112

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

Yields: USOY, TIZE, JEPQ, SCHD

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

JEPQ12.79%$1,279

SCHD3.00%$300

TIZE0.76%$76

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

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

TIZE$76 − $40 = $36

KeptFee

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

Overlap: USOY, TIZE, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

USOYTIZEJEPQSCHD

USOY—[…][…][…]

TIZE[…]—[…][…]

JEPQ[…][…]—3.8%

SCHD[…][…]3.8%—

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

Return vs Bumpiness: 4 ETFs

+60.0%USOY, at 39.0% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

USOYWorst drop−25.5%39.0% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

USOYSCHD

+61.1%Year to date+31.4%

53.5%Yield3.0%

+60.0%Past year+37.0%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026