Compare · 3 funds side by side · dividends reinvested

SQLT, JEPI and VTV

SQLTiShares×JEPIJ.P. Morgan×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

SQLT, JEPI and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

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 · VTV 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 · $46.0B$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%

$6.8MAssets$46.0B

1–0JEPI wins

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

Cost, Income and Risk

Fees: SQLT, JEPI, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SQLT0.20%$20

JEPI0.35%$35

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

Yields: SQLT, JEPI, VTV

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VTV1.80%$180

SQLT0.48%$48

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VTV$180 − $3 = $177

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, JEPI, VTV

Today

27.5%most shared, JEPI and VTV

SQLTJEPIVTV

SQLT—0.0%0.0%

JEPI0.0%—27.5%

VTV0.0%27.5%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

JEPIWorst drop−6.7%8.1% vol

VTVWorst drop−6.4%10.2% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIVTV

+8.8%Year to date+22.8%

7.8%Yield1.8%

+11.9%Past year+27.5%

0.35%Fee0.03%

3–1VTV 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026