Compare · 4 funds side by side · dividends reinvested

USOY, TIZE, SCHD and JEPI

USOYDefiance×TIZETCW×SCHDSchwab×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeUSOY · 56.93% · $5,693 a year on $10k

Story of the four · RiskSmallest drop

USOY, TIZE, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.0

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%56.93%+53.8%+51.7%[…][…]−25.5%39.1%$73M2.2

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.77%[…][…][…][…][…][…]$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 11, 2026 · returns include dividends · since: USOY 2024 · TIZE 2021 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,418

SCHD

More Ways to See the Pairs

SCHD vs USOY: Top 5 Holdings

Today

SCHD

21.7%in top 5

USOY

in top 5[…]

SCHDStockUSOY

4.6%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: USOY, TIZE, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

TIZE0.40%$40

USOY1.12%$112

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

USOY

Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureUSOY

+34.6%Year to dateJan 1 → Nov 11+53.8%

+39.3%1 yearTotal return+51.7%

+19.9%3 years · per year$10,000 became $17,234 · […][…]

+10.4%5 years · per year$10,000 became $16,418 · […][…]

0.06%Expense ratio$6 · $112 a year on $10k · lower is better1.12%

2.93%Trailing 12-mo yield$293 · $5,693 a year on $10k56.93%

−6.9%Worst dropSmaller is better−25.5%

11.8%VolatilityLower is calmer39.1%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

SCHD vs USOY Returns, Every Period

1Y

SchwabSCHD

+39.3%

past year

USOYDefiance

+51.7%

past year

SCHDUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SCHD vs USOY

YTD

SchwabSCHD

+34.6%

USOYDefiance

+53.8%

+34.6%Year to date+53.8%

−6.9%Worst drop · 1Y−25.5%

11.8%Volatility · 1Y39.1%

2.9%Yield56.9%

$123BAssets$73.2M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: USOY, TIZE, SCHD, JEPI

1Y

56.93%highest, USOY

FundTrailing yieldYield$10k

USOY56.93%$5,693

JEPI7.84%$784

SCHD2.93%$293

TIZE0.77%$77

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$5,581most kept, USOY

USOY$5,693 − $112 = $5,581

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

TIZE$77 − $40 = $37

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: USOY, TIZE, SCHD, JEPI

Today

8.5%most shared, SCHD and JEPI

USOYTIZESCHDJEPI

USOY—[…][…][…]

TIZE[…]—[…][…]

SCHD[…][…]—8.5%

JEPI[…][…]8.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+51.7%USOY, at 39.1% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

USOYWorst drop−25.5%39.1% vol

TIZEWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

USOYSCHD

+53.8%Year to date+34.6%

56.9%Yield2.9%

+51.7%Past year+39.3%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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USOY, TIZE, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four