Compare · 4 funds side by side · dividends reinvested

SQLT, JEPI, IJH and IWF

SQLTiShares×JEPIJ.P. Morgan×IJHiShares×IWFiShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,505IWF · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

SQLT, JEPI, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $118B$15,505

IWF

More Ways to See the Pairs

IWF vs SQLT: Top 5 Holdings

Today

IWF

38.2%in top 5

SQLT

in top 55.0%

IWFStockSQLT

12.8%NVDAnot top 5

8.8%AAPLnot top 5

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

Cost, Income and Risk

Fees: SQLT, JEPI, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

SQLT0.20%$20

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IWFMeasureSQLT

−2.6%Year to dateJan 1 → Nov 13[…]

−3.9%1 yearTotal return[…]

+18.6%3 years · per year$10,000 became $16,699 · […][…]

+9.2%5 years · per year$10,000 became $15,505 · […][…]

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

0.38%Trailing 12-mo yield$38 · $48 a year on $10k0.48%

−14.6%Worst dropSmaller is better[…]

19.6%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.6%

End-of-day Nov 13, 2026 · share of each fund

IWF vs SQLT Returns, Every Period

1Y

iSharesIWF

−3.9%

past year

SQLTiShares

[…]

past year

Returns […]

IWFSQLTFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs JEPI

YTD

iSharesIWF

−2.6%

JEPIJ.P. Morgan

+8.2%

−2.6%Year to date+8.2%

−14.6%Worst drop · 1Y−6.7%

19.6%Volatility · 1Y9.0%

0.4%Yield7.9%

$118BAssets$47.1B

4–0JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SQLT, JEPI, IJH, IWF

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

IJH1.22%$122

SQLT0.48%$48

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

IJH$122 − $5 = $117

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPI, IJH, IWF

Today

39.0%most shared, SQLT and IJH

SQLTJEPIIJHIWF

SQLT—0.0%39.0%0.6%

JEPI0.0%—0.5%27.4%

IJH39.0%0.5%—1.9%

IWF0.6%27.4%1.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+14.0%IJH, at 15.8% volatility

JEPIWorst drop−6.7%9.0% vol

IJHWorst drop−8.8%15.8% vol

IWFWorst drop−14.6%19.6% vol

SQLTWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIJH

+8.2%Year to date+12.7%

7.9%Yield1.2%

+9.6%Past year+14.0%

0.35%Fee0.05%

3–1IJH wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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SQLT, JEPI, IJH and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four