Compare · 3 funds side by side · dividends reinvested

SQLT, JEPQ and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,620IJH · best of the three

02 / 04

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%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

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 · JEPQ 2022 · IJH 2000

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 · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

SQLTMeasureIJH

[…]Year to dateJan 1 → Nov 4+13.9%

[…]1 yearTotal return+16.4%

[…]3 years · per year$10,000 became […] · $16,594+18.4%

[…]5 years · per year$10,000 became […] · $14,620+7.9%

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 calmer15.0%

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

0–2IJH wins

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 IJH: Top 5 Holdings

Today

SQLT

4.9%in top 5

IJH

in top 53.6%

SQLTStockIJH

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

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common39.2%

End-of-day Nov 4, 2026 · share of each fund

SQLT vs IJH Returns, Every Period

iSharesSQLT

[…]

past year

IJHiShares

+16.4%

past year

Returns […]

SQLTIJHFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLT vs JEPQ

YTD

iSharesSQLT

[…]

JEPQJ.P. Morgan

+8.5%

[…]Year to date+8.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

0.5%Yield12.2%

$6.9MAssets$42.1B

1–0JEPQ wins

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

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 4, 2026 · fee on $10,000 a year

Yields: SQLT, JEPQ, IJH

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IJH1.21%$121

SQLT0.48%$48

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IJH$121 − $5 = $116

SQLT$48 − $20 = $28

KeptFee

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

Return vs Bumpiness: 3 ETFs

+16.4%IJH, at 15.0% volatility

IJHWorst drop−8.8%15.0% vol

JEPQWorst drop−8.8%15.5% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQIJH

+8.5%Year to date+13.9%

12.2%Yield1.2%

+9.3%Past year+16.4%

0.35%Fee0.05%

3–1IJH 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%

$42.1BAssets$46.1B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026