Compare · 4 funds side by side · dividends reinvested

SQLV, JEPI, IWF and SCHD

SQLVFranklin Templeton×JEPIJ.P. Morgan×IWFiShares×SCHDSchwab×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

SQLV, JEPI, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B2.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$39M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.3

Rank among the four1st → 4thFee, 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 · JEPI 2020 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Royce Quant Small-Cap Quality Value ETF · $39M$15,405

More Ways to See the Pairs

SQLV vs SCHD: Top 5 Holdings

Today

SQLV

4.9%in top 5

SCHD

in top 521.7%

SQLVStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SQLV, JEPI, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

JEPI0.35%$35

SQLV0.60%$60

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SQLV

SCHD

Schwab U.S. Dividend Equity ETF · $124B$17,257

$10,000 three years ago, dividends reinvested · they hold 0.5% in common

SQLVMeasureSCHD

+22.5%Year to dateJan 1 → Nov 12+34.2%

+25.9%1 yearTotal return+36.8%

+15.5%3 years · per year$10,000 became $15,405 · $17,257+19.9%

+6.5%5 years · per year$10,000 became $13,678 · $16,429+10.4%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.03%Trailing 12-mo yield$103 · $293 a year on $10k2.93%

−7.7%Worst dropSmaller is better−6.9%

16.6%VolatilityLower is calmer11.7%

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

0–8SCHD 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%EMBCnot top 5

0.9%KSSnot top 5

0.8%FHInot top 5

Held in common0.5%

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

SQLV vs SCHD Returns, Every Period

5Y

Franklin TempletonSQLV

+6.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SQLVSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: SQLV vs JEPI

YTD

Franklin TempletonSQLV

+22.5%

JEPIJ.P. Morgan

+8.3%

+22.5%Year to date+8.3%

−7.7%Worst drop · 1Y−6.7%

16.6%Volatility · 1Y9.0%

1.0%Yield7.9%

$39.3MAssets$47.3B

3–1JEPI wins

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

Yields: SQLV, JEPI, IWF, SCHD

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

SQLV1.03%$103

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

SQLV$103 − $60 = $43

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLV, JEPI, IWF, SCHD

Today

27.4%most shared, JEPI and IWF

SQLVJEPIIWFSCHD

SQLV—0.0%0.0%0.5%

JEPI0.0%—27.4%8.5%

IWF0.0%27.4%—3.6%

SCHD0.5%8.5%3.6%—

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

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

Loading…

SQLV, JEPI, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four