Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, SCHD and IWF

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

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,062SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

SQLV, JEPQ, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.7

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%$40M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.3

Rank among the four1st → 4thFee, 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 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

More Ways to See the Pairs

SQLV vs SCHD: Top 5 Holdings

Today

SQLV

4.8%in top 5

SCHD

in top 521.4%

SQLVStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SQLV, JEPQ, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

JEPQ0.35%$35

SQLV0.60%$60

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SQLV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

SQLVMeasureSCHD

+23.5%Year to dateJan 1 → Nov 10+33.8%

+28.9%1 yearTotal return+38.8%

+15.2%3 years · per year$10,000 became $15,277 · $17,062+19.5%

+7.1%5 years · per year$10,000 became $14,078 · $16,428+10.4%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $294 a year on $10k2.94%

−7.7%Worst dropSmaller is better−6.9%

16.6%VolatilityLower is calmer11.8%

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

0–8SCHD 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 common0.5%

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

SQLV vs SCHD Returns, Every Period

5Y

Franklin TempletonSQLV

+7.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SQLVSCHDFaded: behind in that period

0–4SCHD 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

Yields: SQLV, JEPQ, SCHD, IWF

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

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

SCHD$294 − $6 = $288

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLV, JEPQ, SCHD, IWF

Today

50.0%most shared, JEPQ and IWF

SQLVJEPQSCHDIWF

SQLV—0.0%0.5%0.0%

JEPQ0.0%—3.7%50.0%

SCHD0.5%3.7%—3.6%

IWF0.0%50.0%3.6%—

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

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

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

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

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

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SQLV, JEPQ, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four