Compare · 3 funds side by side · dividends reinvested

VTI, TIZE and JEPI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,257VTI · best of the three

02 / 04

VTI, TIZE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+13.4%+13.5%+24.0%+11.5%−8.9%13.1%$689B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.6

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: VTI 2001 · TIZE 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Total Stock Market ETF · $689B$17,257

VTI

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

VTIMeasureTIZE

+13.4%Year to dateJan 1 → Nov 4[…]

+13.5%1 yearTotal return[…]

+24.0%3 years · per year$10,000 became $19,059 · […][…]

+11.5%5 years · per year$10,000 became $17,257 · […][…]

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

1.05%Trailing 12-mo yield$105 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better[…]

13.1%VolatilityLower is calmer[…]

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

2–0VTI wins

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

More Ways to See the Pairs

VTI vs TIZE: Top 5 Holdings

Today

VTI

25.0%in top 5

TIZE

in top 5[…]

VTIStockTIZE

7.1%NVDAnot top 5

6.6%AAPLnot top 5

5.2%MSFTnot top 5

3.3%AMZNnot top 5

2.8%GOOGLnot top 5

Held in common[…]

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

VTI vs TIZE Returns, Every Period

VanguardVTI

+13.5%

past year

TIZETCW

[…]

past year

Returns […]

VTITIZEFaded: behind in that period

0–0Level

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

Core vs Income: VTI vs JEPI

YTD

VanguardVTI

+13.4%

JEPIJ.P. Morgan

+8.8%

+13.4%Year to date+8.8%

−8.9%Worst drop · 1Y−6.7%

13.1%Volatility · 1Y8.1%

1.0%Yield7.8%

$689BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VTI, TIZE, JEPI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

JEPI0.35%$35

TIZE0.40%$40

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

Yields: VTI, TIZE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VTI1.05%$105

TIZE0.76%$76

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VTI$105 − $3 = $102

TIZE$76 − $40 = $36

KeptFee

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

Overlap: VTI, TIZE, JEPI

Today

36.2%most shared, VTI and JEPI

VTITIZEJEPI

VTI—[…]36.2%

TIZE[…]—[…]

JEPI36.2%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%VTI, at 13.1% volatility

JEPIWorst drop−6.7%8.1% vol

VTIWorst drop−8.9%13.1% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIVTI

+8.8%Year to date+13.4%

7.8%Yield1.0%

+11.9%Past year+13.5%

0.35%Fee0.03%

3–1VTI 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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

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