Compare · 2 funds side by side · dividends reinvested

SQLV and JEPI

SQLVFranklin Templeton×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,141SQLV · best of the two

02 / 04

SQLV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$15,694

SQLV

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$13,562

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

SQLVMeasureJEPI

+21.1%Year to dateJan 1 → Nov 6+5.3%

+25.3%1 yearTotal return+8.2%

+16.2%3 years · per year$10,000 became $15,694 · $13,562+10.7%

+7.2%5 years · per year$10,000 became $14,141 · $14,118+7.1%

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

1.04%Trailing 12-mo yield$104 · $809 a year on $10k8.09%

−7.7%Worst dropSmaller is better−6.7%

16.5%VolatilityLower is calmer8.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs JEPI: Top 5 Holdings

Today

SQLV

4.8%in top 5

JEPI

in top 59.9%

SQLVStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SQLV vs JEPI Returns, Every Period

Franklin TempletonSQLV

+7.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SQLVJEPIFaded: behind in that period

4–0SQLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs JEPI

YTD

Franklin TempletonSQLV

+21.1%

JEPIJ.P. Morgan

+5.3%

+21.1%Year to date+5.3%

−7.7%Worst drop · 1Y−6.7%

16.5%Volatility · 1Y8.8%

1.0%Yield8.1%

$39.4MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SQLV1.04%$104

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SQLV$104 − $60 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI

Today

0.0%most shared, SQLV and JEPI

SQLVJEPI

SQLV—0.0%

JEPI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.3%SQLV, at 16.5% volatility

JEPIWorst drop−6.7%8.8% vol

SQLVWorst drop−7.7%16.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+5.3%Year to date+21.1%

8.1%Yield1.0%

+8.2%Past year+25.3%

0.35%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026