JEPI vs TIZE

AJEPI

BTIZE

Measures won2–0JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SPY $17,099

Lowest cost0.03%VOO · $3 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common[…]JEPI and TIZE

JEPI

TIZE

JPMorgan Equity Premium Income ETF · $46.8BTCW Securitized Income ETF · $31M

+11.0%3 years · per year$13,674 · […][…]

+7.1%5 years · per year$14,108 · […][…]

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

8.09%12-mo yield$809 · $76 on $10k0.76%

−6.7%Worst dropSmaller wins[…]

8.8%VolatilityLower wins[…]

2–0JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	−0.1%	new	new	new	new	[…]	$31M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	−0.1%	new	new	new	new	[…]	$31M

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

JEPI vs TIZE

JEPI

JPMorgan Equity Premium Income

$14,108

TIZE

TCW Securitized Income

[…]

MeasureJEPITIZE

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield8.09%0.76%

5 years, per year+7.1%[…]

3 years, per year+11.0%[…]

Worst drop · 1Y−6.7%[…]

Volatility · 1Y8.8%[…]

2–0measures won
JEPI 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: SPY, TIZE, VOO, JEPI

Today

93.5%most shared, SPY and VOO

SPYTIZEVOOJEPI

SPY—[…]93.5%39.3%

TIZE[…]—[…][…]

VOO93.5%[…]—38.0%

JEPI39.3%[…]38.0%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VOO$110 − $3 = $107

SPY$103 − $9 = $94

TIZE$76 − $40 = $36

KeptFee

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