Compare · 4 funds side by side · dividends reinvested

VYM, TIZE, CGDV and JEPQ

VYMVanguard×TIZETCW×CGDVCapital Group×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,742VYM · best of the four

02 / 04

VYM, TIZE, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.6

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 4, 2026 · returns include dividends · since: VYM 2006 · TIZE 2021 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$17,742

VYM

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

VYMMeasureTIZE

+17.2%Year to dateJan 1 → Nov 4[…]

+21.2%1 yearTotal return[…]

+21.6%3 years · per year$10,000 became $17,970 · […][…]

+12.2%5 years · per year$10,000 became $17,742 · […][…]

0.04%Expense ratio$4 · $40 a year on $10k · lower is better0.40%

2.22%Trailing 12-mo yield$222 · $76 a year on $10k0.76%

−6.7%Worst dropSmaller is better[…]

10.1%VolatilityLower is calmer[…]

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

2–0VYM wins

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

More Ways to See the Pairs

VYM vs TIZE: Top 5 Holdings

Today

VYM

18.2%in top 5

TIZE

in top 5[…]

VYMStockTIZE

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common[…]

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

VYM vs TIZE Returns, Every Period

VanguardVYM

+21.2%

past year

TIZETCW

[…]

past year

Returns […]

VYMTIZEFaded: behind in that period

0–0Level

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

VYM vs JEPQ

YTD

VanguardVYM

+17.2%

JEPQJ.P. Morgan

+8.5%

+17.2%Year to date+8.5%

−6.7%Worst drop · 1Y−8.8%

10.1%Volatility · 1Y15.5%

2.2%Yield12.2%

$78.9BAssets$42.1B

3–1VYM wins

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

Cost, Income and Risk

Fees: VYM, TIZE, CGDV, JEPQ

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

TIZE0.40%$40

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

Yields: VYM, TIZE, CGDV, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VYM2.22%$222

CGDV1.22%$122

TIZE0.76%$76

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VYM$222 − $4 = $218

CGDV$122 − $33 = $89

TIZE$76 − $40 = $36

KeptFee

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

Overlap: VYM, TIZE, CGDV, JEPQ

Today

28.9%most shared, CGDV and JEPQ

VYMTIZECGDVJEPQ

VYM—[…]23.1%12.1%

TIZE[…]—[…][…]

CGDV23.1%[…]—28.9%

JEPQ12.1%[…]28.9%—

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

Return vs Bumpiness: 4 ETFs

+21.2%VYM, at 10.1% volatility

VYMWorst drop−6.7%10.1% vol

CGDVWorst drop−9.7%12.6% vol

JEPQWorst drop−8.8%15.5% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQVYM

+8.5%Year to date+17.2%

12.2%Yield2.2%

+9.3%Past year+21.2%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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

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

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 4, 2026