Compare · 3 funds side by side · dividends reinvested

JEPI, SQLT and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

JEPI, SQLT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.0

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: JEPI 2020 · SQLT 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $45.2B$14,429

JEPI

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

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

JEPI

More Ways to See the Pairs

JEPI vs SQLT: Top 5 Holdings

Today

JEPI

9.8%in top 5

SQLT

in top 55.0%

JEPIStockSQLT

2.0%MSFTnot top 5

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, SQLT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SQLT0.20%$20

JEPI0.35%$35

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

Yields: JEPI, SQLT, 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%

$40.7BAssets$45.2B

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%

Measure

SQLT

+7.6%Year to dateJan 1 → Nov 10[…]

+10.6%1 yearTotal return[…]

+10.9%3 years · per year$10,000 became $13,634 · […][…]

+7.6%5 years · per year$10,000 became $14,429 · […][…]

0.35%Expense ratio$35 · $20 a year on $10k · lower is better0.20%

7.92%Trailing 12-mo yield$792 · $48 a year on $10k0.48%

−6.7%Worst dropSmaller is better[…]

9.0%VolatilityLower is calmer[…]

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

1–1Level

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

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.0%

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

JEPI vs SQLT Returns, Every Period

1Y

J.P. MorganJEPI

+10.6%

past year

SQLTiShares

[…]

past year

Returns […]

JEPISQLTFaded: behind in that period

0–0Level

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

Income vs Stocks: JEPI vs SQLT

YTD

J.P. MorganJEPI

+7.6%

SQLTiShares

[…]

+7.6%Year to date[…]

−6.7%Worst drop · 1Y[…]

9.0%Volatility · 1Y[…]

7.9%Yield0.5%

$45.2BAssets$6.8M

1–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SQLT0.48%$48

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

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

Overlap: JEPI, SQLT, IWF

Today

27.2%most shared, JEPI and IWF

JEPISQLTIWF

JEPI—0.0%27.2%

SQLT0.0%—0.6%

IWF27.2%0.6%—

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

Return vs Bumpiness: 3 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

IWFWorst drop−14.6%19.5% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIIWF

+7.6%Year to date−3.4%

7.9%Yield0.4%

+10.6%Past year−2.9%

0.35%Fee0.18%

3–1JEPI wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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JEPI, SQLT and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three