Compare · 2 funds side by side · dividends reinvested

JEPI and SQLT

JEPIJ.P. Morgan×SQLTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 03

JEPI and SQLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.1

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · SQLT 2026

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,118

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

JEPIMeasureSQLT

+5.3%Year to dateJan 1 → Nov 6[…]

+8.2%1 yearTotal return[…]

+10.7%3 years · per year$10,000 became $13,562 · […][…]

+7.1%5 years · per year$10,000 became $14,118 · […][…]

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

8.09%Trailing 12-mo yield$809 · $49 a year on $10k0.49%

−6.7%Worst dropSmaller is better[…]

8.8%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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs SQLT: Top 5 Holdings

Today

JEPI

9.9%in top 5

SQLT

in top 55.0%

JEPIStockSQLT

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

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 6, 2026 · share of each fund

JEPI vs SQLT Returns, Every Period

J.P. MorganJEPI

+8.2%

past year

SQLTiShares

[…]

past year

Returns […]

JEPISQLTFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs SQLT

YTD

J.P. MorganJEPI

+5.3%

SQLTiShares

[…]

+5.3%Year to date[…]

−6.7%Worst drop · 1Y[…]

8.8%Volatility · 1Y[…]

8.1%Yield0.5%

$45.2BAssets$6.7M

1–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, SQLT

Today

0.20%lowest, SQLT

FundExpense ratioFee$10k

SQLT0.20%$20

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, SQLT

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SQLT0.49%$49

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPI, SQLT

Today

0.0%most shared, JEPI and SQLT

JEPISQLT

JEPI—0.0%

SQLT0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

SQLTWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026