Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, VO and SCHD

SQLVFranklin Templeton×JEPQJ.P. Morgan×VOVanguard×SCHDSchwab×

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$13,750SCHD · best of the four

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

Story of the four · RiskSmallest drop

SQLV, JEPQ, VO and SCHD, 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%$124B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+25.9%+15.8%+6.2%−7.7%16.6%$39M3.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B3.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · VO 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $39M$13,488

More Ways to See the Pairs

SQLV vs SCHD: Top 5 Holdings

Today

SQLV

4.9%in top 5

SCHD

in top 521.8%

SQLVStockSCHD

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: SQLV, JEPQ, VO, SCHD

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

SQLV0.60%$60

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%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SQLV

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

SQLVMeasureSCHD

+22.6%Year to dateJan 1 → Nov 13+34.9%

+25.9%1 yearTotal return+37.5%

+15.8%3 years · per year$10,000 became $15,545 · $17,374+20.2%

+6.2%5 years · per year$10,000 became $13,488 · $16,418+10.4%

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

1.03%Trailing 12-mo yield$103 · $292 a year on $10k2.92%

−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 13, 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 13, 2026 · share of each fund

SQLV vs SCHD Returns, Every Period

5Y

Franklin TempletonSQLV

+6.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SQLVSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: SQLV vs JEPQ

YTD

Franklin TempletonSQLV

+22.6%

JEPQJ.P. Morgan

+6.7%

+22.6%Year to date+6.7%

−7.7%Worst drop · 1Y−11.5%

16.6%Volatility · 1Y17.0%

1.0%Yield12.4%

$39.3MAssets$42.5B

3–1SQLV wins

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

Yields: SQLV, JEPQ, VO, SCHD

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

VO1.35%$135

SQLV1.03%$103

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

VO$135 − $3 = $132

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, JEPQ, VO, SCHD

Today

6.9%most shared, VO and SCHD

SQLVJEPQVOSCHD

SQLV—0.0%0.0%0.5%

JEPQ0.0%—4.4%3.8%

VO0.0%4.4%—6.9%

SCHD0.5%3.8%6.9%—

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

VOWorst drop−8.2%13.2% vol

SQLVWorst drop−7.7%16.6% vol

JEPQWorst drop−11.5%17.0% vol

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%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

SQLV, JEPQ, VO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four