Compare · 3 funds side by side · dividends reinvested

SQLT, JEPQ and IWF

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$16,897IWF · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

SQLT, JEPQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B1.8

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 10, 2026 · returns include dividends · since: SQLT 2026 · JEPQ 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SQLT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

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

More Ways to See the Pairs

SQLT vs JEPQ: Top 5 Holdings

Today

SQLT

5.0%in top 5

JEPQ

in top 528.0%

SQLTStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG

Cost, Income and Risk

Fees: SQLT, JEPQ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SQLT0.20%$20

JEPQ0.35%$35

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

Yields: SQLT, JEPQ, IWF

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SQLT

Measure

JEPQ

[…]Year to dateJan 1 → Nov 10+6.0%

[…]1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $16,284+17.6%

[…]5 years · per year[…]

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

0.48%Trailing 12-mo yield$48 · $1,245 a year on $10k12.45%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.9%

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

1–1Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

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 10, 2026 · share of each fund

SQLT vs JEPQ Returns, Every Period

1Y

iSharesSQLT

[…]

past year

JEPQJ.P. Morgan

+8.8%

past year

Returns […]

SQLTJEPQFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLT vs JEPQ

YTD

iSharesSQLT

[…]

JEPQJ.P. Morgan

+6.0%

[…]Year to date+6.0%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

0.5%Yield12.4%

$6.8MAssets$42.0B

1–0JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SQLT0.48%$48

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPQ, IWF

Today

50.0%most shared, JEPQ and IWF

SQLTJEPQIWF

SQLT—0.0%0.6%

JEPQ0.0%—50.0%

IWF0.6%50.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

JEPQWorst drop−11.5%16.9% vol

IWFWorst drop−14.6%19.5% vol

SQLTWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIWF

+6.0%Year to date−3.4%

12.4%Yield0.4%

+8.8%Past year−2.9%

0.35%Fee0.18%

3–1JEPQ wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SQLT, JEPQ and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three