Compare · 4 funds side by side · dividends reinvested

SQLT, JEPI, VO and IWF

SQLTiShares×JEPIJ.P. Morgan×VOVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,699IWF · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

SQLT, JEPI, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.5

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 10, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $117B$15,699

IWF

More Ways to See the Pairs

IWF vs SQLT: Top 5 Holdings

Today

IWF

38.7%in top 5

SQLT

in top 55.0%

IWFStockSQLT

13.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.4%GOOGLnot top 5

4.8%AVGOnot top 5

Cost, Income and Risk

Fees: SQLT, JEPI, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SQLT0.20%$20

JEPI0.35%$35

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IWFMeasureSQLT

−3.4%Year to dateJan 1 → Nov 10[…]

−2.9%1 yearTotal return[…]

+19.1%3 years · per year$10,000 became $16,897 · […][…]

+9.4%5 years · per year$10,000 became $15,699 · […][…]

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

0.38%Trailing 12-mo yield$38 · $48 a year on $10k0.48%

−14.6%Worst dropSmaller is better[…]

19.5%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 10, 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 common0.6%

End-of-day Nov 10, 2026 · share of each fund

IWF vs SQLT Returns, Every Period

1Y

iSharesIWF

−2.9%

past year

SQLTiShares

[…]

past year

Returns […]

IWFSQLTFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs JEPI

YTD

iSharesIWF

−3.4%

JEPIJ.P. Morgan

+7.6%

−3.4%Year to date+7.6%

−14.6%Worst drop · 1Y−6.7%

19.5%Volatility · 1Y9.0%

0.4%Yield7.9%

$117BAssets$46.6B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SQLT, JEPI, VO, IWF

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

VO1.35%$135

SQLT0.48%$48

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

VO$135 − $3 = $132

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPI, VO, IWF

Today

27.2%most shared, JEPI and IWF

SQLTJEPIVOIWF

SQLT—0.0%0.0%0.6%

JEPI0.0%—11.1%27.2%

VO0.0%11.1%—9.3%

IWF0.6%27.2%9.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+14.4%VO, at 13.0% volatility

JEPIWorst drop−6.7%9.0% vol

VOWorst drop−8.2%13.0% vol

IWFWorst drop−14.6%19.5% vol

SQLTWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVO

+7.6%Year to date+13.6%

7.9%Yield1.4%

+10.6%Past year+14.4%

0.35%Fee0.03%

3–1VO wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SQLT, JEPI, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four