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$17,585VTV · 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%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$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 6, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

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

+5.3%Year to dateJan 1 → Nov 6[…]

+8.2%1 yearTotal return[…]

+10.7%3 years · per year$10,000 became $13,562 · […][…]

+7.1%5 years · per year$10,000 became $14,118 · […][…]

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

8.09%Trailing 12-mo yield$809 · $49 a year on $10k0.49%

−6.7%Worst dropSmaller is better[…]

8.8%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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs SQLT: Top 5 Holdings

Today

JEPI

9.9%in top 5

SQLT

in top 55.0%

JEPIStockSQLT

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

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 6, 2026 · share of each fund

JEPI vs SQLT Returns, Every Period

J.P. MorganJEPI

+8.2%

past year

SQLTiShares

[…]

past year

Returns […]

JEPISQLTFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs VTV

YTD

J.P. MorganJEPI

+5.3%

VTVVanguard

+18.5%

+5.3%Year to date+18.5%

−6.7%Worst drop · 1Y−6.4%

8.8%Volatility · 1Y10.7%

8.1%Yield1.9%

$46.8BAssets$184B

2–2level

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: SQLT, JEPI, VTV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VTV1.87%$187

SQLT0.49%$49

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VTV$187 − $3 = $184

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

JEPIWorst drop−6.7%8.8% vol

VTVWorst drop−6.4%10.7% vol

SQLTWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVTV

+5.3%Year to date+18.5%

8.1%Yield1.9%

+8.2%Past year+22.9%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026