Compare · 4 funds side by side · dividends reinvested

SQLT, JEPQ, SCHD and VUG

SQLTiShares×JEPQJ.P. Morgan×SCHDSchwab×VUGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

SQLT, JEPQ, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: SQLT 2026 · JEPQ 2022 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

1Y

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

More Ways to See the Pairs

SQLT vs SCHD: Top 5 Holdings

Today

SQLT

5.0%in top 5

SCHD

in top 521.8%

SQLTStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SQLT, JEPQ, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SQLT0.20%$20

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SQLT

SCHD

Schwab U.S. Dividend Equity ETF · $124B$13,750

$10,000 one year ago, dividends reinvested · they hold 2.7% in common

SQLTMeasureSCHD

[…]Year to dateJan 1 → Nov 13+34.9%

[…]1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

0.48%Trailing 12-mo yield$48 · $292 a year on $10k2.92%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

SQLTSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.1%MANHnot top 5

1.1%NFGnot top 5

1.0%RGLDnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

Held in common2.7%

End-of-day Nov 13, 2026 · share of each fund

SQLT vs SCHD Returns, Every Period

1Y

iSharesSQLT

[…]

past year

SCHDSchwab

+37.5%

past year

Returns […]

SQLTSCHDFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLT vs JEPQ

YTD

iSharesSQLT

[…]

JEPQJ.P. Morgan

+6.7%

[…]Year to date+6.7%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y17.0%

0.5%Yield12.4%

$6.8MAssets$42.6B

1–0JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SQLT, JEPQ, SCHD, VUG

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

SQLT0.48%$48

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SCHD$292 − $6 = $286

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPQ, SCHD, VUG

Today

51.0%most shared, JEPQ and VUG

SQLTJEPQSCHDVUG

SQLT—0.0%2.7%0.0%

JEPQ0.0%—3.8%51.0%

SCHD2.7%3.8%—0.8%

VUG0.0%51.0%0.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%17.0% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.7%Year to date+34.9%

12.4%Yield2.9%

+7.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

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SQLT, JEPQ, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four