Compare · 2 funds side by side · dividends reinvested

SQLV and JEPQ

SQLVFranklin Templeton×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,771SQLV · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the two · RiskSmallest drop

SQLV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Royce Quant Small-Cap Quality Value ETF · $40M$12,804

SQLV

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B$10,882

$10,000 one year ago, dividends reinvested · they hold 0.0% in common

SQLVMeasureJEPQ

+23.9%

More Ways to See the Pairs

SQLV vs JEPQ: Top 5 Holdings

Today

SQLV

4.9%in top 5

JEPQ

in top 527.6%

SQLVStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: SQLV, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SQLV, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 12

+8.1%

+28.0%1 yearTotal return+9.0%

+15.7%3 years · per year$10,000 became $15,474 · $16,525+18.2%

+6.6%5 years · per year$10,000 became $13,771 · […][…]

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

1.02%Trailing 12-mo yield$102 · $1,220 a year on $10k12.20%

−7.7%Worst dropSmaller is better−11.5%

16.6%VolatilityLower is calmer16.9%

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

4–3SQLV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.8%FHInot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SQLV vs JEPQ Returns, Every Period

1Y

Franklin TempletonSQLV

+28.0%

past year

JEPQJ.P. Morgan

+9.0%

past year

SQLVJEPQFaded: behind in that period

2–1SQLV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs JEPQ

YTD

Franklin TempletonSQLV

+23.9%

JEPQJ.P. Morgan

+8.1%

+23.9%Year to date+8.1%

−7.7%Worst drop · 1Y−11.5%

16.6%Volatility · 1Y16.9%

1.0%Yield12.2%

$39.6MAssets$41.8B

3–1SQLV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.20%$1,220

SQLV1.02%$102

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

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPQ

Today

0.0%most shared, SQLV and JEPQ

SQLVJEPQ

SQLV—0.0%

JEPQ0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

SQLVWorst drop−7.7%16.6% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSQLV

+8.1%Year to date+23.9%

12.2%Yield1.0%

+9.0%Past year+28.0%

0.35%Fee0.60%

2–2level

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

SQLV and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two