Compare · 4 funds side by side · dividends reinvested

SQLT, JEPQ, IJH and VIG

SQLTiShares×JEPQJ.P. Morgan×IJHiShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

SQLT, JEPQ, IJH and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

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 9, 2026 · returns include dividends · since: SQLT 2026 · JEPQ 2022 · IJH 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

IJH

iShares Core S&P Mid-Cap ETF · $121B$14,049

$10,000 five years ago, dividends reinvested · they hold 39.1% in common

SQLTMeasureIJH

[…]Year to dateJan 1 → Nov 9+13.6%

[…]1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $15,960+16.9%

[…]5 years · per year$10,000 became […] · $14,049+7.0%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

0.48%Trailing 12-mo yield$48 · $121 a year on $10k1.21%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.8%

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

0–2IJH wins

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

More Ways to See the Pairs

SQLT vs IJH: Top 5 Holdings

Today

SQLT

5.0%in top 5

IJH

in top 53.5%

SQLTStockIJH

1.1%MANHnot top 5

1.1%NFGnot top 5

1.0%RGLDnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common39.1%

End-of-day Nov 9, 2026 · share of each fund

SQLT vs IJH Returns, Every Period

iSharesSQLT

[…]

past year

IJHiShares

+17.5%

past year

Returns […]

SQLTIJHFaded: behind in that period

0–0Level

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

Stocks vs Income: SQLT vs JEPQ

YTD

iSharesSQLT

[…]

JEPQJ.P. Morgan

+6.6%

[…]Year to date+6.6%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

0.5%Yield12.4%

$6.7MAssets$40.7B

1–0JEPQ wins

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

Cost, Income and Risk

Fees: SQLT, JEPQ, IJH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJH0.05%$5

SQLT0.20%$20

JEPQ0.35%$35

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

Yields: SQLT, JEPQ, IJH, VIG

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VIG1.46%$146

IJH1.21%$121

SQLT0.48%$48

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VIG$146 − $4 = $142

IJH$121 − $5 = $116

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, JEPQ, IJH, VIG

Today

39.1%most shared, SQLT and IJH

SQLTJEPQIJHVIG

SQLT—0.0%39.1%2.2%

JEPQ0.0%—0.1%26.2%

IJH39.1%0.1%—2.9%

VIG2.2%26.2%2.9%—

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

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

IJHWorst drop−8.8%15.8% vol

JEPQWorst drop−11.5%16.9% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQVIG

+6.6%Year to date+14.8%

12.4%Yield1.5%

+9.2%Past year+17.6%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026