SPYM vs TIZE

ASPYM

BTIZE

Measures won2–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IVV $18,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common[…]SPYM and TIZE

SPYM

TIZE

State Street SPDR Portfolio S&P 500 ETF · $182BTCW Securitized Income ETF · $31M

+24.3%3 years · per year$19,186 · […][…]

+12.6%5 years · per year$18,126 · […][…]

0.02%Expense ratio$2 · $40 on $10k · lower wins0.40%

1.01%12-mo yield$101 · $76 on $10k0.76%

−8.9%Worst dropSmaller wins[…]

12.8%VolatilityLower wins[…]

2–0SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPYM · 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 Four

5Y4 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
4	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 Four

5Y4 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
4	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

SPYM vs TIZE

SPYM

SPDR Portfolio S&P 500

$18,126

TIZE

TCW Securitized Income

[…]

MeasureSPYMTIZE

Fee0.02%0.40%

Cost on $10k a year$2$40

Yield1.01%0.76%

5 years, per year+12.6%[…]

3 years, per year+24.3%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y12.8%[…]

2–0measures won
SPYM first

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SPYM, TIZE, IVV, VOO

Today

99.8%most shared, SPYM and IVV

SPYMTIZEIVVVOO

SPYM—[…]99.8%94.5%

TIZE[…]—[…][…]

IVV99.8%[…]—94.5%

VOO94.5%[…]94.5%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

TIZE$76 − $40 = $36

KeptFee

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