Compare · 3 funds side by side · dividends reinvested

SQLT, JEPQ and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,809IJH · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

SQLT, JEPQ and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.9

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 12, 2026 · returns include dividends · since: SQLT 2026 · JEPQ 2022 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

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

JEPQ

More Ways to See the Pairs

JEPQ vs SQLT: Top 5 Holdings

Today

JEPQ

27.6%in top 5

SQLT

in top 55.0%

JEPQStockSQLT

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.9%MSFTnot top 5

4.4%AMZNnot top 5

4.3%GOOGnot top 5

Cost, Income and Risk

Fees: SQLT, JEPQ, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SQLT0.20%$20

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SQLT, JEPQ, IJH

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SQLT

+8.1%Year to dateJan 1 → Nov 12[…]

+9.0%1 yearTotal return[…]

+18.2%3 years · per year$10,000 became $16,525 · […][…]

[…]5 years · per year[…]

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

12.20%Trailing 12-mo yield$1,220 · $48 a year on $10k0.48%

−11.5%Worst dropSmaller is better[…]

16.9%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 12, 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 12, 2026 · share of each fund

JEPQ vs SQLT Returns, Every Period

1Y

J.P. MorganJEPQ

+9.0%

past year

SQLTiShares

[…]

past year

Returns […]

JEPQSQLTFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs IJH

YTD

J.P. MorganJEPQ

+8.1%

IJHiShares

+14.2%

+8.1%Year to date+14.2%

−11.5%Worst drop · 1Y−8.8%

16.9%Volatility · 1Y15.7%

12.2%Yield1.2%

$41.8BAssets$126B

3–1IJH wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

IJH1.21%$121

SQLT0.48%$48

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

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

IJH$121 − $5 = $116

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPQ, IJH

Today

39.2%most shared, SQLT and IJH

SQLTJEPQIJH

SQLT—0.0%39.2%

JEPQ0.0%—0.1%

IJH39.2%0.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.9%IJH, at 15.7% volatility

IJHWorst drop−8.8%15.7% vol

JEPQWorst drop−11.5%16.9% vol

SQLTWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIJH

+8.1%Year to date+14.2%

12.2%Yield1.2%

+9.0%Past year+15.9%

0.35%Fee0.05%

3–1IJH wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SQLT, JEPQ and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three