Compare USOY, TIZE and JEPQ

USOY, TIZE and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M1.7

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: USOY 2024 · TIZE 2021 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Oil Enhanced Options Income ETF · $75M[…]

USOY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested

USOYMeasureJEPQ

+56.2%Year to dateJan 1 → Nov 9+6.6%

+56.2%1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

1.12%Expense ratio$112 · $35 a year on $10k · lower is better0.35%

55.19%Trailing 12-mo yield$5,519 · $1,239 a year on $10k12.39%

−25.5%Worst dropSmaller is better−11.5%

39.1%VolatilityLower is calmer16.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USOY vs JEPQ: Top 5 Holdings

Today

USOY

[…]in top 5

JEPQ

in top 528.6%

USOYStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

USOY vs JEPQ Returns, Every Period

1Y

DefianceUSOY

+56.2%

past year

JEPQJ.P. Morgan

+9.2%

past year

USOYJEPQFaded: behind in that period

2–0USOY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

USOY vs JEPQ

YTD

DefianceUSOY

+56.2%

JEPQJ.P. Morgan

+6.6%

+56.2%Year to date+6.6%

−25.5%Worst drop · 1Y−11.5%

39.1%Volatility · 1Y16.9%

55.2%Yield12.4%

$74.7MAssets$40.7B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USOY, TIZE, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

TIZE0.40%$40

USOY1.12%$112

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: USOY, TIZE, JEPQ

1Y

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

JEPQ12.39%$1,239

TIZE0.76%$76

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

JEPQ$1,239 − $35 = $1,204

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: USOY, TIZE, JEPQ

Today

[…]holdings […]

USOYTIZEJEPQ

USOY—[…][…]

TIZE[…]—[…]

JEPQ[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+56.2%USOY, at 39.1% volatility

JEPQWorst drop−11.5%16.9% vol

USOYWorst drop−25.5%39.1% vol

TIZEWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USOYJEPQ

+56.2%Year to date+6.6%

55.2%Yield12.4%

+56.2%Past year+9.2%

1.12%Fee0.35%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026