TIZE vs JEPI5YTIZETIZEAvsBJEPIJEPITCW Securitized Income ETF · $31MJPMorgan Equity Premium Income ETF · $47.1BReturns · dividends in[…]3 years · per year[…] · $13,696+11.1%[…]5 years · per year[…] · $14,519+7.7%Cost and income0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%0.77%12-mo yield$77 · $787 on $10k7.87%
$10,000 in TIZE, JEPI, CGDV5Y$10k startJEPI $14.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: TIZE, JEPI, CGDVToday27.1%most shared, JEPI and CGDVTIZEJEPICGDVTIZE—[…][…]JEPI[…]—27.1%CGDV[…]27.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
TIZE vs JEPI5YATIZETCW Securitized Income[…]vsJEPIBJPMorgan Equity Premium Income$14,519MeasureTIZEJEPIFee0.40%0.35%Cost on $10k a year$40$35Yield0.77%7.87%5 years, per year[…]+7.7%3 years, per year[…]+11.1%Worst drop · 1Y[…]−6.7%Volatility · 1Y[…]9.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B2ATIZETCW Securitized Income ETFReadDesk0.40%0.77%−0.1%newnewnewnew[…]$31M3CGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B2ATIZETCW Securitized Income ETFReadDesk0.40%0.77%−0.1%newnewnewnew[…]$31M3CGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: TIZE, JEPI, CGDVToday27.1%most shared, JEPI and CGDVTIZEJEPICGDVTIZE—[…][…]JEPI[…]—27.1%CGDV[…]27.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752CGDV$124 − $33 = $91TIZE$77 − $40 = $37KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee