SPYM vs TIZE

ASPYM

BTIZE

Measures won2–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VTI $16,697

Lowest cost0.02%SPYM · $2 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common[…]SPYM and TIZE

SPYM

TIZE

State Street SPDR Portfolio S&P 500 ETF · $179BTCW Securitized Income ETF · $31M

+22.0%3 years · per year$18,161 · […][…]

+11.9%5 years · per year$17,553 · […][…]

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

1.03%12-mo yield$103 · $76 on $10k0.76%

−8.9%Worst dropSmaller wins[…]

13.7%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 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

End-of-day Nov 9, 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

$17,553

TIZE

TCW Securitized Income

[…]

MeasureSPYMTIZE

Fee0.02%0.40%

Cost on $10k a year$2$40

Yield1.03%0.76%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y13.7%[…]

2–0measures won
SPYM first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

Overlap: VTI, TIZE, SPYM, JEPI

Today

86.1%most shared, VTI and SPYM

VTITIZESPYMJEPI

VTI—[…]86.1%36.1%

TIZE[…]—[…][…]

SPYM86.1%[…]—39.7%

JEPI36.1%[…]39.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee