Compare · 4 funds side by side · dividends reinvested

SQLT, JEPI, VO and VTV

SQLTiShares×JEPIJ.P. Morgan×VOVanguard×VTVVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,830VTV · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

SQLT, JEPI, VO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$196B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B2.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$107B2.4

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 13, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · VO 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.0B$14,519

JEPI

More Ways to See the Pairs

JEPI vs SQLT: Top 5 Holdings

Today

JEPI

9.7%in top 5

SQLT

in top 55.0%

JEPIStockSQLT

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: SQLT, JEPI, VO, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

SQLT0.20%$20

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

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

+8.2%Year to dateJan 1 → Nov 13[…]

+9.6%1 yearTotal return[…]

+11.1%3 years · per year$10,000 became $13,696 · […][…]

+7.7%5 years · per year$10,000 became $14,519 · […][…]

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

7.87%Trailing 12-mo yield$787 · $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 13, 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 13, 2026 · share of each fund

JEPI vs SQLT Returns, Every Period

1Y

J.P. MorganJEPI

+9.6%

past year

SQLTiShares

[…]

past year

Returns […]

JEPISQLTFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs VTV

YTD

J.P. MorganJEPI

+8.2%

VTVVanguard

+22.0%

+8.2%Year to date+22.0%

−6.7%Worst drop · 1Y−6.4%

9.0%Volatility · 1Y10.8%

7.9%Yield1.8%

$47.0BAssets$196B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SQLT, JEPI, VO, VTV

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

VTV1.81%$181

VO1.35%$135

SQLT0.48%$48

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

VTV$181 − $3 = $178

VO$135 − $3 = $132

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPI, VO, VTV

Today

28.5%most shared, VO and VTV

SQLTJEPIVOVTV

SQLT—0.0%0.0%0.0%

JEPI0.0%—11.1%27.7%

VO0.0%11.1%—28.5%

VTV0.0%27.7%28.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+23.6%VTV, at 10.8% volatility

JEPIWorst drop−6.7%9.0% vol

VTVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.2% vol

SQLTWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVTV

+8.2%Year to date+22.0%

7.9%Yield1.8%

+9.6%Past year+23.6%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$196BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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SQLT, JEPI, VO and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four