Compare · 4 funds side by side · dividends reinvested

SQLT, JEPI, SCHD and VTV

SQLTiShares×JEPIJ.P. Morgan×SCHDSchwab×VTVVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,885VTV · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

SQLT, JEPI, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.5

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 12, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Value ETF · $184B$17,885

VTV

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VTV vs SQLT: Top 5 Holdings

Today

VTV

15.8%in top 5

SQLT

in top 55.0%

VTVStockSQLT

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

Cost, Income and Risk

Fees: SQLT, JEPI, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

SQLT0.20%$20

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

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

VTVMeasureSQLT

+21.7%Year to dateJan 1 → Nov 12[…]

+24.0%1 yearTotal return[…]

+21.2%3 years · per year$10,000 became $17,795 · […][…]

+12.3%5 years · per year$10,000 became $17,885 · […][…]

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

1.82%Trailing 12-mo yield$182 · $48 a year on $10k0.48%

−6.4%Worst dropSmaller is better[…]

10.8%VolatilityLower is calmer[…]

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

2–0VTV wins

End-of-day Nov 12, 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 common0.0%

End-of-day Nov 12, 2026 · share of each fund

VTV vs SQLT Returns, Every Period

1Y

VanguardVTV

+24.0%

past year

SQLTiShares

[…]

past year

Returns […]

VTVSQLTFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VTV vs JEPI

YTD

VanguardVTV

+21.7%

JEPIJ.P. Morgan

+8.3%

+21.7%Year to date+8.3%

−6.4%Worst drop · 1Y−6.7%

10.8%Volatility · 1Y9.0%

1.8%Yield7.9%

$184BAssets$46.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SQLT, JEPI, SCHD, VTV

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

VTV1.82%$182

SQLT0.48%$48

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

VTV$182 − $3 = $179

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPI, SCHD, VTV

Today

27.7%most shared, JEPI and VTV

SQLTJEPISCHDVTV

SQLT—0.0%2.7%0.0%

JEPI0.0%—8.5%27.7%

SCHD2.7%8.5%—17.9%

VTV0.0%27.7%17.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SQLTWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

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SQLT, JEPI, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four