JEPQ vs TIZE

AJEPQ

BTIZE

Measures won2–0JEPQ wins · of 6 · YTD

$10,000 · YTD$10,321JEPQ

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common[…]JEPQ and TIZE

YTD

JEPQ

TIZE

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BTCW Securitized Income ETF · $31M

+3.2%Year to dateJan 1 → Nov 6[…]

+4.5%1 yearTotal return[…]

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

12.79%12-mo yield$1,279 · $76 on $10k0.76%

−11.5%Worst dropSmaller wins[…]

16.7%VolatilityLower wins[…]

2–0JEPQ wins

$10,000 · since Jan 1One scale

Shared top holdingsJEPQ · TIZE

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend							5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B
2	BTIZE	TCW Securitized Income ETFRead Desk		0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend							5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B
2	BTIZE	TCW Securitized Income ETFRead Desk		0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

End-of-day Nov 6, 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

$10,446

TIZE

TCW Securitized Income

[…]

MeasureJEPQTIZE

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield12.79%0.76%

5 years, per year[…][…]

3 years, per year+17.4%[…]

Worst drop · 1Y−11.5%[…]

Volatility · 1Y16.7%[…]

2–0measures won
JEPQ first

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPQ, TIZE

Today

[…]holdings […]

JEPQTIZE

JEPQ—[…]

TIZE[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee