Compare · 3 funds side by side · dividends reinvested

SQLT, JEPQ and IWF

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,022IWF · best of the three

02 / 04

SQLT, JEPQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$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 6, 2026 · returns include dividends · since: SQLT 2026 · JEPQ 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

SQLTMeasureIWF

[…]Year to dateJan 1 → Nov 6−5.3%

[…]1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

0.49%Trailing 12-mo yield$49 · $39 a year on $10k0.39%

[…]Worst dropSmaller is better−14.6%

[…]VolatilityLower is calmer19.4%

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

1–1Level

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

More Ways to See the Pairs

SQLT vs IWF: Top 5 Holdings

Today

SQLT

5.0%in top 5

IWF

in top 539.8%

SQLTStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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 common0.6%

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

SQLT vs IWF Returns, Every Period

iSharesSQLT

[…]

past year

IWFiShares

−6.5%

past year

Returns […]

SQLTIWFFaded: behind in that period

0–0Level

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

Stocks vs Income: SQLT vs JEPQ

YTD

iSharesSQLT

[…]

JEPQJ.P. Morgan

+3.2%

[…]Year to date+3.2%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.7%

0.5%Yield12.8%

$6.7MAssets$42.6B

1–0JEPQ wins

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

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 6, 2026 · fee on $10,000 a year

Yields: SQLT, JEPQ, IWF

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SQLT0.49%$49

IWF0.39%$39

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SQLT$49 − $20 = $29

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLT, JEPQ, IWF

Today

49.9%most shared, JEPQ and IWF

SQLTJEPQIWF

SQLT—0.0%0.6%

JEPQ0.0%—49.9%

IWF0.6%49.9%—

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

Return vs Bumpiness: 3 ETFs

+4.5%JEPQ, at 16.7% volatility

JEPQWorst drop−11.5%16.7% vol

IWFWorst drop−14.6%19.4% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQIWF

+3.2%Year to date−5.3%

12.8%Yield0.4%

+4.5%Past year−6.5%

0.35%Fee0.18%

3–1JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

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