JEPI vs TIZE

AJEPI

BTIZE

Measures won2–0JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income81.01%AMDY · $8,101 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]JEPI and TIZE

JEPI

TIZE

JPMorgan Equity Premium Income ETF · $46.0BTCW Securitized Income ETF · $31M

+12.6%3 years · per year$14,269 · […][…]

+7.9%5 years · per year$14,635 · […][…]

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

7.83%12-mo yield$783 · $76 on $10k0.76%

−6.7%Worst dropSmaller wins[…]

8.1%VolatilityLower wins[…]

2–0JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · TIZE

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.0B
2	AMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$409M
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	0.0%	new	new	new	new	[…]	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.0B
2	AMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$409M
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	0.0%	new	new	new	new	[…]	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs TIZE

JEPI

JPMorgan Equity Premium Income

$14,635

TIZE

TCW Securitized Income

[…]

MeasureJEPITIZE

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield7.83%0.76%

5 years, per year+7.9%[…]

3 years, per year+12.6%[…]

Worst drop · 1Y−6.7%[…]

Volatility · 1Y8.1%[…]

2–0measures won
JEPI first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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%

$41.8BAssets$46.0B

1–1level

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%

$121BAssets$109B

2–0SCHD wins

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AMDY, TIZE, JEPI

Today

[…]holdings […]

AMDYTIZEJEPI

AMDY—[…][…]

TIZE[…]—[…]

JEPI[…][…]—

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

Income After Fees on $10,000

$8,001most kept, AMDY

AMDY$8,101 − $100 = $8,001

JEPI$783 − $35 = $748

TIZE$76 − $40 = $36

KeptFee

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