Compare · 4 funds side by side · dividends reinvested

SQLT, JEPI, IJR and VO

SQLTiShares×JEPIJ.P. Morgan×IJRiShares×VOVanguard×

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,519JEPI · 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, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B2.3

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.5

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 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,748

VO

More Ways to See the Pairs

VO vs SQLT: Top 5 Holdings

Today

VO

5.3%in top 5

SQLT

in top 55.0%

VOStockSQLT

not top 5MANH1.1%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

not top 5NFG1.1%

Cost, Income and Risk

Fees: SQLT, JEPI, IJR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

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

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

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

VOMeasureSQLT

+14.0%Year to dateJan 1 → Nov 13[…]

+13.7%1 yearTotal return[…]

+18.5%3 years · per year$10,000 became $16,641 · […][…]

+6.6%5 years · per year$10,000 became $13,748 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.35%Trailing 12-mo yield$135 · $48 a year on $10k0.48%

−8.2%Worst dropSmaller is better[…]

13.2%VolatilityLower is calmer[…]

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

2–0VO wins

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

1.0%PSXnot top 5

not top 5RGLD1.0%

1.0%PWRnot top 5

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.0%

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

VO vs SQLT Returns, Every Period

1Y

VanguardVO

+13.7%

past year

SQLTiShares

[…]

past year

Returns […]

VOSQLTFaded: behind in that period

0–0Level

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

Stocks vs Income: VO vs JEPI

YTD

VanguardVO

+14.0%

JEPIJ.P. Morgan

+8.2%

+14.0%Year to date+8.2%

−8.2%Worst drop · 1Y−6.7%

13.2%Volatility · 1Y9.0%

1.3%Yield7.9%

$103BAssets$47.1B

3–1JEPI wins

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

Yields: SQLT, JEPI, IJR, VO

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

VO1.35%$135

IJR1.21%$121

SQLT0.48%$48

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

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

VO$135 − $3 = $132

IJR$121 − $6 = $115

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, JEPI, IJR, VO

Today

26.7%most shared, SQLT and IJR

SQLTJEPIIJRVO

SQLT—0.0%26.7%0.0%

JEPI0.0%—0.0%11.1%

IJR26.7%0.0%—0.0%

VO0.0%11.1%0.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+19.2%IJR, at 16.4% volatility

JEPIWorst drop−6.7%9.0% vol

VOWorst drop−8.2%13.2% vol

IJRWorst drop−9.7%16.4% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIIJR

+8.2%Year to date+18.0%

7.9%Yield1.2%

+9.6%Past year+19.2%

0.35%Fee0.06%

3–1IJR wins

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

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

SQLT, JEPI, IJR and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four