Compare · 4 funds side by side · dividends reinvested

SQLT, JEPI, SCHD and VUG

SQLTiShares×JEPIJ.P. Morgan×SCHDSchwab×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

SQLT, JEPI, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

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 4, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SQLTMeasureJEPI

[…]Year to dateJan 1 → Nov 4+8.8%

[…]1 yearTotal return+11.9%

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

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

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

0.48%Trailing 12-mo yield$48 · $783 a year on $10k7.83%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.1%

SQLTJEPI 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

SQLT vs JEPI: Top 5 Holdings

Today

SQLT

4.9%in top 5

JEPI

in top 59.5%

SQLTStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.1%NFGnot top 5

1.1%MANHnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

0.8%RGLDnot top 5

Held in common0.0%

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

SQLT vs JEPI Returns, Every Period

iSharesSQLT

[…]

past year

JEPIJ.P. Morgan

+11.9%

past year

Returns […]

SQLTJEPIFaded: behind in that period

0–0Level

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

Stocks vs Income: SQLT vs JEPI

YTD

iSharesSQLT

[…]

JEPIJ.P. Morgan

+8.8%

[…]Year to date+8.8%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.1%

0.5%Yield7.8%

$6.9MAssets$46.1B

1–0JEPI wins

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

Cost, Income and Risk

Fees: SQLT, JEPI, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SQLT0.20%$20

JEPI0.35%$35

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

Yields: SQLT, JEPI, SCHD, VUG

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SCHD2.91%$291

SQLT0.48%$48

VUG0.40%$40

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SCHD$291 − $6 = $285

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, JEPI, SCHD, VUG

Today

27.3%most shared, JEPI and VUG

SQLTJEPISCHDVUG

SQLT—0.0%2.7%0.0%

JEPI0.0%—8.2%27.3%

SCHD2.7%8.2%—0.8%

VUG0.0%27.3%0.8%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

JEPIWorst drop−6.7%8.1% vol

SCHDWorst drop−6.9%11.5% vol

VUGWorst drop−16.1%18.2% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPISCHD

+8.8%Year to date+35.3%

7.8%Yield2.9%

+11.9%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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

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