Compare · 3 funds side by side · dividends reinvested

SQLT, JEPI and VUG

SQLTiShares×JEPIJ.P. Morgan×VUGVanguard×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,569VUG · best of the three

02 / 04

SQLT, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

SQLTMeasureJEPI

[…]Year to dateJan 1 → Nov 9+7.5%

[…]1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

0.48%Trailing 12-mo yield$48 · $793 a year on $10k7.93%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer9.0%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLT vs JEPI: Top 5 Holdings

Today

SQLT

5.0%in top 5

JEPI

in top 59.9%

SQLTStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

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 common0.0%

End-of-day Nov 9, 2026 · share of each fund

SQLT vs JEPI Returns, Every Period

iSharesSQLT

[…]

past year

JEPIJ.P. Morgan

+10.9%

past year

Returns […]

SQLTJEPIFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLT vs JEPI

YTD

iSharesSQLT

[…]

JEPIJ.P. Morgan

+7.5%

[…]Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

0.5%Yield7.9%

$6.8MAssets$45.2B

1–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SQLT0.20%$20

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLT, JEPI, VUG

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SQLT0.48%$48

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPI, VUG

Today

27.3%most shared, JEPI and VUG

SQLTJEPIVUG

SQLT—0.0%0.0%

JEPI0.0%—27.3%

VUG0.0%27.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVUG

+7.5%Year to date+4.2%

7.9%Yield0.4%

+10.9%Past year+4.7%

0.35%Fee0.03%

3–1JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026