JEPQ vs TIZE

AJEPQ

BTIZE

Measures won2–0JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common[…]JEPQ and TIZE

JEPQ

TIZE

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

+20.3%3 years · per year$17,406 · […][…]

[…]5 years · per year[…]

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

12.17%12-mo yield$1,217 · $76 on $10k0.76%

−8.8%Worst dropSmaller wins[…]

15.5%VolatilityLower wins[…]

2–0JEPQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · TIZE

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

Held in common[…]

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

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	−0.1%	new	new	new	new	[…]	$31M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	−0.1%	new	new	new	new	[…]	$31M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

End-of-day Nov 5, 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

[…]

TIZE

TCW Securitized Income

[…]

MeasureJEPQTIZE

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield12.17%0.76%

5 years, per year[…][…]

3 years, per year+20.3%[…]

Worst drop · 1Y−8.8%[…]

Volatility · 1Y15.5%[…]

2–0measures won
JEPQ first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, TIZE, JEPQ, SPY

Today

99.9%most shared, IVV and SPY

IVVTIZEJEPQSPY

IVV—[…]49.7%99.9%

TIZE[…]—[…][…]

JEPQ49.7%[…]—49.7%

SPY99.9%[…]49.7%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IVV$114 − $3 = $111

SPY$103 − $9 = $94

TIZE$76 − $40 = $36

KeptFee

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