Compare · 4 funds side by side · dividends reinvested

VOO, TIZE, JEPI and SCHD

VOOVanguard×TIZETCW×JEPIJ.P. Morgan×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

VOO, TIZE, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

Rank among the four1st → 4thFee, 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: VOO 2010 · TIZE 2021 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureTIZE

+33.2%Year to dateJan 1 → Nov 9[…]

+39.1%1 yearTotal return[…]

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $40 a year on $10k · lower is better0.40%

2.96%Trailing 12-mo yield$296 · $76 a year on $10k0.76%

−6.9%Worst dropSmaller is better[…]

11.8%VolatilityLower is calmer[…]

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

2–0SCHD wins

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

More Ways to See the Pairs

SCHD vs TIZE: Top 5 Holdings

Today

SCHD

21.4%in top 5

TIZE

in top 5[…]

SCHDStockTIZE

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common[…]

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

SCHD vs TIZE Returns, Every Period

SchwabSCHD

+39.1%

past year

TIZETCW

[…]

past year

Returns […]

SCHDTIZEFaded: behind in that period

0–0Level

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

SCHD vs JEPI

YTD

SchwabSCHD

+33.2%

JEPIJ.P. Morgan

+7.5%

+33.2%Year to date+7.5%

−6.9%Worst drop · 1Y−6.7%

11.8%Volatility · 1Y9.0%

3.0%Yield7.9%

$122BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VOO, TIZE, JEPI, SCHD

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

JEPI0.35%$35

TIZE0.40%$40

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

Yields: VOO, TIZE, JEPI, SCHD

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SCHD2.96%$296

VOO1.07%$107

TIZE0.76%$76

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

VOO$107 − $3 = $104

TIZE$76 − $40 = $36

KeptFee

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

Overlap: VOO, TIZE, JEPI, SCHD

Today

38.2%most shared, VOO and JEPI

VOOTIZEJEPISCHD

VOO—[…]38.2%7.6%

TIZE[…]—[…][…]

JEPI38.2%[…]—8.4%

SCHD7.6%[…]8.4%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPISCHD

+7.5%Year to date+33.2%

7.9%Yield3.0%

+10.9%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

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