Compare · 3 funds side by side · dividends reinvested

SQLT, JEPI and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

SQLT, JEPI and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

+8.8%Year to dateJan 1 → Nov 4[…]

+11.9%1 yearTotal return[…]

+12.6%3 years · per year$10,000 became $14,269 · […][…]

+7.9%5 years · per year$10,000 became $14,635 · […][…]

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

7.83%Trailing 12-mo yield$783 · $48 a year on $10k0.48%

−6.7%Worst dropSmaller is better[…]

8.1%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 4, 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

9.5%in top 5

SQLT

in top 54.9%

JEPIStockSQLT

2.0%MAnot top 5

1.9%MSFTnot top 5

1.9%Vnot top 5

1.9%AAPLnot top 5

1.8%NEEnot top 5

not top 5NFG1.1%

not top 5MANH1.1%

not top 5EXEL0.9%

not top 5MEDP0.9%

not top 5RGLD0.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

JEPI vs SQLT Returns, Every Period

J.P. MorganJEPI

+11.9%

past year

SQLTiShares

[…]

past year

Returns […]

JEPISQLTFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs SQLT

YTD

J.P. MorganJEPI

+8.8%

SQLTiShares

[…]

+8.8%Year to date[…]

−6.7%Worst drop · 1Y[…]

8.1%Volatility · 1Y[…]

7.8%Yield0.5%

$46.1BAssets$6.9M

1–0JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, JEPI, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SQLT0.20%$20

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLT, JEPI, IWF

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SQLT0.48%$48

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SQLT$48 − $20 = $28

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPI, IWF

Today

26.8%most shared, JEPI and IWF

SQLTJEPIIWF

SQLT—0.0%0.6%

JEPI0.0%—26.8%

IWF0.6%26.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

IWFWorst drop−15.6%18.3% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIWF

+8.8%Year to date−0.1%

7.8%Yield0.4%

+11.9%Past year−3.0%

0.35%Fee0.18%

3–1JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026