Compare · 3 funds side by side · dividends reinvested

JEPQ, SQLV and VUG

JEPQJ.P. Morgan×SQLVFranklin Templeton×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

JEPQ, SQLV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, 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: JEPQ 2022 · SQLV 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

SQLV

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

SQLVMeasureJEPQ

+21.1%Year to dateJan 1 → Nov 6+3.2%

+25.3%1 yearTotal return+4.5%

+16.2%3 years · per year$10,000 became $15,694 · $16,202+17.4%

+7.2%5 years · per year$10,000 became $14,141 · […][…]

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

1.04%Trailing 12-mo yield$104 · $1,279 a year on $10k12.79%

−7.7%Worst dropSmaller is better−11.5%

16.5%VolatilityLower is calmer16.7%

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

4–3SQLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs JEPQ: Top 5 Holdings

Today

SQLV

4.8%in top 5

JEPQ

in top 528.9%

SQLVStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SQLV vs JEPQ Returns, Every Period

Franklin TempletonSQLV

+25.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

SQLVJEPQFaded: behind in that period

2–1SQLV wins

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

Stocks vs Income: SQLV vs JEPQ

YTD

Franklin TempletonSQLV

+21.1%

JEPQJ.P. Morgan

+3.2%

+21.1%Year to date+3.2%

−7.7%Worst drop · 1Y−11.5%

16.5%Volatility · 1Y16.7%

1.0%Yield12.8%

$39.4MAssets$42.6B

3–1SQLV wins

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

Cost, Income and Risk

Fees: JEPQ, SQLV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPQ0.35%$35

SQLV0.60%$60

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

Yields: JEPQ, SQLV, VUG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SQLV1.04%$104

VUG0.42%$42

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

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

Overlap: JEPQ, SQLV, VUG

Today

51.9%most shared, JEPQ and VUG

JEPQSQLVVUG

JEPQ—0.0%51.9%

SQLV0.0%—0.0%

VUG51.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+25.3%SQLV, at 16.5% volatility

SQLVWorst drop−7.7%16.5% vol

JEPQWorst drop−11.5%16.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

JEPQSQLV

+3.2%Year to date+21.1%

12.8%Yield1.0%

+4.5%Past year+25.3%

0.35%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

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