Compare · 3 funds side by side · dividends reinvested

SQLV, JEPI and VIG

SQLVFranklin Templeton×JEPIJ.P. Morgan×VIGVanguard×

02 / 04

−0.1%

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$16,797VIG · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

SQLV, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+25.9%+15.8%+6.2%−7.7%16.6%$39M2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $39M$13,488

SQLV

JEPI

JPMorgan Equity Premium Income ETF · $47.1B$14,519

$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 59.7%

SQLVStockJEPI

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: SQLV, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

SQLV

Measure

JEPI

+22.6%Year to dateJan 1 → Nov 13+8.2%

+25.9%1 yearTotal return+9.6%

+15.8%3 years · per year$10,000 became $15,545 · $13,696+11.1%

+6.2%5 years · per year$10,000 became $13,488 · $14,519+7.7%

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

1.03%Trailing 12-mo yield$103 · $787 a year on $10k7.87%

−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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

0.8%FHInot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SQLV vs JEPI Returns, Every Period

5Y

Franklin TempletonSQLV

+6.2%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

SQLVJEPIFaded: behind in that period

3–1SQLV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs JEPI

YTD

Franklin TempletonSQLV

+22.6%

JEPIJ.P. Morgan

+8.2%

+22.6%Year to date+8.2%

−7.7%Worst drop · 1Y−6.7%

16.6%Volatility · 1Y9.0%

1.0%Yield7.9%

$39.3MAssets$47.1B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

VIG1.45%$145

SQLV1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

VIG$145 − $4 = $141

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, VIG

Today

31.6%most shared, JEPI and VIG

SQLVJEPIVIG

SQLV—0.0%0.2%

JEPI0.0%—31.6%

VIG0.2%31.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+8.2%Year to date+22.6%

7.9%Yield1.0%

+9.6%Past year+25.9%

0.35%Fee0.60%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

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SQLV, JEPI and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three