Compare · 3 funds side by side · dividends reinvested

SQLV, JEPI and IWF

SQLVFranklin Templeton×JEPIJ.P. Morgan×IWFiShares×

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,180IWF · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

SQLV, JEPI and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $40M$13,771

SQLV

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,545

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

More Ways to See the Pairs

SQLV vs JEPI: Top 5 Holdings

Today

SQLV

4.9%in top 5

JEPI

in top 59.8%

SQLVStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: SQLV, JEPI, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI, IWF

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SQLV

Measure

JEPI

+23.9%Year to dateJan 1 → Nov 11+8.6%

+28.0%1 yearTotal return+11.2%

+15.7%3 years · per year$10,000 became $15,474 · $13,729+11.1%

+6.6%5 years · per year$10,000 became $13,771 · $14,545+7.8%

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

1.02%Trailing 12-mo yield$102 · $784 a year on $10k7.84%

−7.7%Worst dropSmaller is better−6.7%

16.6%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.8%FHInot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SQLV vs JEPI Returns, Every Period

5Y

Franklin TempletonSQLV

+6.6%

5 years, per year

JEPIJ.P. Morgan

+7.8%

5 years, per year

SQLVJEPIFaded: behind in that period

3–1SQLV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs JEPI

YTD

Franklin TempletonSQLV

+23.9%

JEPIJ.P. Morgan

+8.6%

+23.9%Year to date+8.6%

−7.7%Worst drop · 1Y−6.7%

16.6%Volatility · 1Y9.0%

1.0%Yield7.8%

$39.6MAssets$46.6B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SQLV1.02%$102

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SQLV$102 − $60 = $42

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, IWF

Today

27.4%most shared, JEPI and IWF

SQLVJEPIIWF

SQLV—0.0%0.0%

JEPI0.0%—27.4%

IWF0.0%27.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

JEPIWorst drop−6.7%9.0% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+8.6%Year to date+23.9%

7.8%Yield1.0%

+11.2%Past year+28.0%

0.35%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SQLV, JEPI and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three