Compare · 2 funds side by side · dividends reinvested

QLV and JEPI

QLVFlexShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,042QLV · best of the two

02 / 04

QLV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust US Quality Low Volatility ETFUS Stock Styles · Factor0.09%1.46%+13.4%+15.2%+17.9%+9.9%−6.2%8.3%$190M1.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.9

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: QLV 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust US Quality Low Volatility ETF · $190M$16,042

QLV

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 33.2% in common

QLVMeasureJEPI

+13.4%Year to dateJan 1 → Nov 6+5.3%

+15.2%1 yearTotal return+8.2%

+17.9%3 years · per year$10,000 became $16,387 · $13,562+10.7%

+9.9%5 years · per year$10,000 became $16,042 · $14,118+7.1%

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

1.46%Trailing 12-mo yield$146 · $809 a year on $10k8.09%

−6.2%Worst dropSmaller is better−6.7%

8.3%VolatilityLower is calmer8.8%

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

7–1QLV wins

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

More Ways to See the Pairs

QLV vs JEPI: Top 5 Holdings

Today

QLV

24.9%in top 5

JEPI

in top 59.9%

QLVStockJEPI

6.7%MSFT2.0%

6.2%AAPL2.0%

5.2%NVDAnot top 5

4.3%JNJnot top 5

2.5%COSTnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common33.2%

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

QLV vs JEPI Returns, Every Period

FlexSharesQLV

+9.9%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

QLVJEPIFaded: behind in that period

4–0QLV wins

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

Stocks vs Income: QLV vs JEPI

YTD

FlexSharesQLV

+13.4%

JEPIJ.P. Morgan

+5.3%

+13.4%Year to date+5.3%

−6.2%Worst drop · 1Y−6.7%

8.3%Volatility · 1Y8.8%

1.5%Yield8.1%

$190MAssets$45.2B

3–1QLV wins

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

Cost, Income and Risk

Fees: QLV, JEPI

Today

0.09%lowest, QLV

FundExpense ratioFee$10k

QLV0.09%$9

JEPI0.35%$35

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

Yields: QLV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

QLV1.46%$146

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

QLV$146 − $9 = $137

KeptFee

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

Overlap: QLV, JEPI

Today

33.2%most shared, QLV and JEPI

QLVJEPI

QLV—33.2%

JEPI33.2%—

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

Return vs Bumpiness: 2 ETFs

+15.2%QLV, at 8.3% volatility

QLVWorst drop−6.2%8.3% vol

JEPIWorst drop−6.7%8.8% vol

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

Paid More vs Made More

YTD

JEPIQLV

+5.3%Year to date+13.4%

8.1%Yield1.5%

+8.2%Past year+15.2%

0.35%Fee0.09%

3–1QLV wins

End-of-day Nov 6, 2026

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