Compare · 4 funds side by side · dividends reinvested

SQLT, JEPI, VUG and VTV

SQLTiShares×JEPIJ.P. Morgan×VUGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

SQLT, JEPI, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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 9, 2026 · returns include dividends · since: SQLT 2026 · JEPI 2020 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

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

VUGMeasureSQLT

+4.2%Year to dateJan 1 → Nov 9[…]

+4.7%1 yearTotal return[…]

+22.9%3 years · per year$10,000 became $18,569 · […][…]

+10.6%5 years · per year$10,000 became $16,565 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

0.41%Trailing 12-mo yield$41 · $48 a year on $10k0.48%

−15.1%Worst dropSmaller is better[…]

19.1%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs SQLT: Top 5 Holdings

Today

VUG

45.2%in top 5

SQLT

in top 55.0%

VUGStockSQLT

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot 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 9, 2026 · share of each fund

VUG vs SQLT Returns, Every Period

VanguardVUG

+4.7%

past year

SQLTiShares

[…]

past year

Returns […]

VUGSQLTFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs JEPI

YTD

VanguardVUG

+4.2%

JEPIJ.P. Morgan

+7.5%

+4.2%Year to date+7.5%

−15.1%Worst drop · 1Y−6.7%

19.1%Volatility · 1Y9.0%

0.4%Yield7.9%

$233BAssets$45.2B

4–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, JEPI, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

SQLT0.20%$20

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLT, JEPI, VUG, VTV

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VTV1.83%$183

SQLT0.48%$48

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VTV$183 − $3 = $180

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPI, VUG, VTV

Today

27.8%most shared, JEPI and VTV

SQLTJEPIVUGVTV

SQLT—0.0%0.0%0.0%

JEPI0.0%—27.3%27.8%

VUG0.0%27.3%—1.9%

VTV0.0%27.8%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

JEPIWorst drop−6.7%9.0% vol

VTVWorst drop−6.4%10.8% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVTV

+7.5%Year to date+20.9%

7.9%Yield1.8%

+10.9%Past year+25.4%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026