Compare · 2 funds side by side · dividends reinvested

SQLV and JEPI

SQLVFranklin Templeton×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$15,951SQLV · best of the two

02 / 04

SQLV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$39M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

SQLV

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

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

SQLVMeasureJEPI

+22.6%Year to dateJan 1 → Nov 5+5.2%

+28.3%1 yearTotal return+8.3%

+16.8%3 years · per year$10,000 became $15,951 · $13,674+11.0%

+7.5%5 years · per year$10,000 became $14,355 · $14,108+7.1%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

1.03%Trailing 12-mo yield$103 · $809 a year on $10k8.09%

−7.7%Worst dropSmaller is better−6.7%

16.5%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

SQLV vs JEPI: Top 5 Holdings

Today

SQLV

4.5%in top 5

JEPI

in top 59.9%

SQLVStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SQLV vs JEPI Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SQLVJEPIFaded: behind in that period

4–0SQLV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs JEPI

YTD

Franklin TempletonSQLV

+22.6%

JEPIJ.P. Morgan

+5.2%

+22.6%Year to date+5.2%

−7.7%Worst drop · 1Y−6.7%

16.5%Volatility · 1Y8.8%

1.0%Yield8.1%

$39.4MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SQLV1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI

Today

0.0%most shared, SQLV and JEPI

SQLVJEPI

SQLV—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.3%SQLV, at 16.5% volatility

JEPIWorst drop−6.7%8.8% vol

SQLVWorst drop−7.7%16.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+5.2%Year to date+22.6%

8.1%Yield1.0%

+8.3%Past year+28.3%

0.35%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026