Compare · 4 funds side by side · dividends reinvested

VTI, TIZE, JEPQ and SPY

VTIVanguard×TIZETCW×JEPQJ.P. Morgan×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,099SPY · best of the four

02 / 04

VTI, TIZE, JEPQ and SPY, 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%$689B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.4

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 5, 2026 · returns include dividends · since: VTI 2001 · TIZE 2021 · JEPQ 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

VTI

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

VTIMeasureTIZE

+13.4%Year to dateJan 1 → Nov 5[…]

+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 5, 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 5, 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 5, 2026 · dividends in · faded = behind in that period

Core vs Income: VTI vs JEPQ

YTD

VanguardVTI

+13.4%

JEPQJ.P. Morgan

+8.5%

+13.4%Year to date+8.5%

−8.9%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.5%

1.0%Yield12.2%

$689BAssets$42.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VTI, TIZE, JEPQ, SPY

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

JEPQ0.35%$35

TIZE0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VTI, TIZE, JEPQ, SPY

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VTI1.05%$105

SPY0.99%$99

TIZE0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VTI$105 − $3 = $102

SPY$99 − $9 = $90

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VTI, TIZE, JEPQ, SPY

Today

86.5%most shared, VTI and SPY

VTITIZEJEPQSPY

VTI—[…]47.5%86.5%

TIZE[…]—[…][…]

JEPQ47.5%[…]—49.7%

SPY86.5%[…]49.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.5%VTI, at 13.1% volatility

SPYWorst drop−8.9%12.9% vol

VTIWorst drop−8.9%13.1% vol

JEPQWorst drop−8.8%15.5% vol

TIZEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVTI

+8.5%Year to date+13.4%

12.2%Yield1.0%

+9.3%Past year+13.5%

0.35%Fee0.03%

3–1VTI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 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 5, 2026