Compare · 3 funds side by side · dividends reinvested

SQLV, JEPQ and IWF

SQLVFranklin Templeton×JEPQJ.P. Morgan×IWFiShares×

02 / 04

Search ETFs and stocks

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

SQLV, JEPQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$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 10, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $40M$14,078

SQLV

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

SQLV vs JEPQ: Top 5 Holdings

Today

SQLV

4.8%in top 5

JEPQ

in top 528.0%

SQLVStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: SQLV, JEPQ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JEPQ0.35%$35

SQLV0.60%$60

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

Yields: SQLV, 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%

SQLV

Measure

JEPQ

+23.5%Year to dateJan 1 → Nov 10+6.0%

+28.9%1 yearTotal return+8.8%

+15.2%3 years · per year$10,000 became $15,277 · $16,284+17.6%

+7.1%5 years · per year$10,000 became $14,078 · […][…]

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

1.02%Trailing 12-mo yield$102 · $1,245 a year on $10k12.45%

−7.7%Worst dropSmaller is better−11.5%

16.6%VolatilityLower is calmer16.9%

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

4–3SQLV wins

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

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

0.9%KSSnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

SQLV vs JEPQ Returns, Every Period

1Y

Franklin TempletonSQLV

+28.9%

past year

JEPQJ.P. Morgan

+8.8%

past year

SQLVJEPQFaded: behind in that period

2–1SQLV wins

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

Stocks vs Income: SQLV vs JEPQ

YTD

Franklin TempletonSQLV

+23.5%

JEPQJ.P. Morgan

+6.0%

+23.5%Year to date+6.0%

−7.7%Worst drop · 1Y−11.5%

16.6%Volatility · 1Y16.9%

1.0%Yield12.4%

$39.6MAssets$42.0B

3–1SQLV 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

SQLV1.02%$102

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

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLV, JEPQ, IWF

Today

50.0%most shared, JEPQ and IWF

SQLVJEPQIWF

SQLV—0.0%0.0%

JEPQ0.0%—50.0%

IWF0.0%50.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

SQLVWorst drop−7.7%16.6% vol

JEPQWorst drop−11.5%16.9% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

JEPQSQLV

+6.0%Year to date+23.5%

12.4%Yield1.0%

+8.8%Past year+28.9%

0.35%Fee0.60%

2–2level

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

Loading…

SQLV, JEPQ and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three