Compare · 2 funds side by side · dividends reinvested

JEPQ and SQLV

JEPQJ.P. Morgan×SQLVFranklin Templeton×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,155SQLV · best of the two

02 / 04

JEPQ and SQLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$40M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: JEPQ 2022 · SQLV 2017

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$15,155

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

JEPQMeasureSQLV

+8.5%Year to dateJan 1 → Nov 4+27.7%

+9.3%1 yearTotal return+33.0%

+20.3%3 years · per year$10,000 became $17,406 · $16,710+18.7%

[…]5 years · per year$10,000 became […] · $15,155+8.7%

0.35%Expense ratio$35 · $60 a year on $10k · lower is better0.60%

12.17%Trailing 12-mo yield$1,217 · $99 a year on $10k0.99%

−8.8%Worst dropSmaller is better−7.7%

15.5%VolatilityLower is calmer16.0%

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

4–3JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs SQLV: Top 5 Holdings

Today

JEPQ

27.9%in top 5

SQLV

in top 54.5%

JEPQStockSQLV

7.1%NVDAnot top 5

6.8%AAPLnot top 5

5.6%MSFTnot top 5

4.2%MUnot top 5

4.1%GOOGnot top 5

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

JEPQ vs SQLV Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

SQLVFranklin Templeton

+33.0%

past year

JEPQSQLVFaded: behind in that period

1–2SQLV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs SQLV

YTD

J.P. MorganJEPQ

+8.5%

SQLVFranklin Templeton

+27.7%

+8.5%Year to date+27.7%

−8.8%Worst drop · 1Y−7.7%

15.5%Volatility · 1Y16.0%

12.2%Yield1.0%

$41.8BAssets$39.8M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, SQLV

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JEPQ, SQLV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SQLV0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JEPQ, SQLV

Today

0.0%most shared, JEPQ and SQLV

JEPQSQLV

JEPQ—0.0%

SQLV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.0%SQLV, at 16.0% volatility

JEPQWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSQLV

+8.5%Year to date+27.7%

12.2%Yield1.0%

+9.3%Past year+33.0%

0.35%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026