Compare · 3 funds side by side · dividends reinvested

JEPQ, SQLT and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

JEPQ, SQLT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−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 9, 2026 · returns include dividends · since: JEPQ 2022 · SQLT 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

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

JEPQMeasureSQLT

+6.6%Year to dateJan 1 → Nov 9[…]

+9.2%1 yearTotal return[…]

+18.2%3 years · per year$10,000 became $16,495 · […][…]

[…]5 years · per year[…]

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

12.39%Trailing 12-mo yield$1,239 · $48 a year on $10k0.48%

−11.5%Worst dropSmaller is better[…]

16.9%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs SQLT: Top 5 Holdings

Today

JEPQ

28.6%in top 5

SQLT

in top 55.0%

JEPQStockSQLT

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot 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 9, 2026 · share of each fund

JEPQ vs SQLT Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

SQLTiShares

[…]

past year

Returns […]

JEPQSQLTFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs SQLT

YTD

J.P. MorganJEPQ

+6.6%

SQLTiShares

[…]

+6.6%Year to date[…]

−11.5%Worst drop · 1Y[…]

16.9%Volatility · 1Y[…]

12.4%Yield0.5%

$40.7BAssets$6.8M

1–0JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, SQLT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SQLT0.20%$20

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, SQLT, IWF

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SQLT0.48%$48

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, SQLT, IWF

Today

50.0%most shared, JEPQ and IWF

JEPQSQLTIWF

JEPQ—0.0%50.0%

SQLT0.0%—0.6%

IWF50.0%0.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.2%JEPQ, at 16.9% volatility

JEPQWorst drop−11.5%16.9% vol

IWFWorst drop−14.6%19.5% vol

SQLTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIWF

+6.6%Year to date−2.5%

12.4%Yield0.4%

+9.2%Past year−2.2%

0.35%Fee0.18%

3–1JEPQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026