JEPQ vs TIZE

AJEPQ

BTIZE

Measures won2–0JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · JEPI $14,118

Lowest cost0.04%VYM · $4 on $10k

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

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

Held in common[…]JEPQ and TIZE

JEPQ

TIZE

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

+17.4%3 years · per year$16,202 · […][…]

[…]5 years · per year[…]

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 · 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 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	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
4	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

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	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
4	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

[…]

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 five years ago, dividends reinvested

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, JEPI, VYM

Today

26.8%most shared, JEPQ and JEPI

JEPQTIZEJEPIVYM

JEPQ—[…]26.8%12.1%

TIZE[…]—[…][…]

JEPI26.8%[…]—25.3%

VYM12.1%[…]25.3%—

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

JEPI$809 − $35 = $774

VYM$231 − $4 = $227

TIZE$76 − $40 = $36

KeptFee

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