Compare · 3 funds side by side · dividends reinvested

SQLT, JEPI and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

SQLT, JEPI and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,448

JEPI

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

JEPIMeasureSQLT

+7.5%Year to dateJan 1 → Nov 9[…]

+10.9%1 yearTotal return[…]

+11.0%3 years · per year$10,000 became $13,679 · […][…]

+7.6%5 years · per year$10,000 became $14,448 · […][…]

0.35%Expense ratio$35 · $20 a year on $10k · lower is better0.20%

7.93%Trailing 12-mo yield$793 · $48 a year on $10k0.48%

−6.7%Worst dropSmaller is better[…]

9.0%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs SQLT: Top 5 Holdings

Today

JEPI

9.9%in top 5

SQLT

in top 55.0%

JEPIStockSQLT

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

JEPI vs SQLT Returns, Every Period

J.P. MorganJEPI

+10.9%

past year

SQLTiShares

[…]

past year

Returns […]

JEPISQLTFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs IJR

YTD

J.P. MorganJEPI

+7.5%

IJRiShares

+18.9%

+7.5%Year to date+18.9%

−6.7%Worst drop · 1Y−9.7%

9.0%Volatility · 1Y16.4%

7.9%Yield1.2%

$45.2BAssets$104B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, JEPI, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SQLT0.20%$20

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLT, JEPI, IJR

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

IJR1.21%$121

SQLT0.48%$48

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IJR$121 − $6 = $115

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPI, IJR

Today

26.8%most shared, SQLT and IJR

SQLTJEPIIJR

SQLT—0.0%26.8%

JEPI0.0%—0.0%

IJR26.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.8%IJR, at 16.4% volatility

JEPIWorst drop−6.7%9.0% vol

IJRWorst drop−9.7%16.4% vol

SQLTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIJR

+7.5%Year to date+18.9%

7.9%Yield1.2%

+10.9%Past year+22.8%

0.35%Fee0.06%

3–1IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026