JEPQ vs TIZE

AJEPQ

BTIZE

Measures won2–0JEPQ wins · of 6 · 3Y

$10,000 · 3Y$18,934CGDV · JEPQ $16,495

Lowest cost0.33%CGDV · $33 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common[…]JEPQ and TIZE

JEPQ

TIZE

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BTCW Securitized Income ETF · $31M

+18.2%3 years · per year$16,495 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%

12.39%12-mo yield$1,239 · $76 on $10k0.76%

−11.5%Worst dropSmaller wins[…]

16.9%VolatilityLower wins[…]

2–0JEPQ wins

$10,000 · 3 yearsAll three, one scale

Shared top holdingsJEPQ · TIZE

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

3Y3 funds

#									5Y/yr
1	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

3Y3 funds

#									5Y/yr
1	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs TIZE

JEPQ

JPMorgan Nasdaq Equity Premium Income

$16,495

TIZE

TCW Securitized Income

[…]

MeasureJEPQTIZE

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield12.39%0.76%

5 years, per year[…][…]

3 years, per year+18.2%[…]

Worst drop · 1Y−11.5%[…]

Volatility · 1Y16.9%[…]

2–0measures won
JEPQ first

Nov 9, 2026 · $10,000 three years ago, dividends reinvested

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

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

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

Overlap: JEPQ, TIZE, CGDV

Today

29.0%most shared, JEPQ and CGDV

JEPQTIZECGDV

JEPQ—[…]29.0%

TIZE[…]—[…]

CGDV29.0%[…]—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

CGDV$124 − $33 = $91

TIZE$76 − $40 = $36

KeptFee

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