Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, IWF and VUG

SQLVFranklin Templeton×JEPQJ.P. Morgan×IWFiShares×VUGVanguard×

02 / 04

−0.1%

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,979VUG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

SQLV, JEPQ, IWF and VUG, 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%+25.9%+15.8%+6.2%−7.7%16.6%$39M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B3.1

Rank among the four1st → 4thFee, 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 · JEPQ 2022 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SQLV

More Ways to See the Pairs

SQLV vs VUG: Top 5 Holdings

Today

SQLV

4.9%in top 5

VUG

in top 545.2%

SQLVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SQLV, JEPQ, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

JEPQ0.35%$35

SQLV0.60%$60

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

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

SQLVMeasureVUG

+22.6%Year to dateJan 1 → Nov 13+3.9%

+25.9%1 yearTotal return+2.8%

+15.8%3 years · per year$10,000 became $15,545 · $17,979+21.6%

+6.2%5 years · per year$10,000 became $13,488 · $16,151+10.1%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $41 a year on $10k0.41%

−7.7%Worst dropSmaller is better−15.1%

16.6%VolatilityLower is calmer19.1%

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

5–3SQLV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

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 VUG Returns, Every Period

5Y

Franklin TempletonSQLV

+6.2%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

SQLVVUGFaded: behind in that period

2–2Level

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

Stocks vs Income: SQLV vs JEPQ

YTD

Franklin TempletonSQLV

+22.6%

JEPQJ.P. Morgan

+6.7%

+22.6%Year to date+6.7%

−7.7%Worst drop · 1Y−11.5%

16.6%Volatility · 1Y17.0%

1.0%Yield12.4%

$39.3MAssets$42.6B

3–1SQLV wins

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

Yields: SQLV, JEPQ, IWF, VUG

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SQLV1.03%$103

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SQLV$103 − $60 = $43

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLV, JEPQ, IWF, VUG

Today

77.8%most shared, IWF and VUG

SQLVJEPQIWFVUG

SQLV—0.0%0.0%0.0%

JEPQ0.0%—50.0%51.0%

IWF0.0%50.0%—77.8%

VUG0.0%51.0%77.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

SQLVWorst drop−7.7%16.6% vol

JEPQWorst drop−11.5%17.0% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

JEPQSQLV

+6.7%Year to date+22.6%

12.4%Yield1.0%

+7.6%Past year+25.9%

0.35%Fee0.60%

2–2level

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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SQLV, JEPQ, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four