Compare · 3 funds side by side · dividends reinvested

SQLT, JEPQ and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,170IJR · best of the three

02 / 04

SQLT, JEPQ and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.9

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 · JEPQ 2022 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

JEPQMeasureSQLT

+3.2%Year to dateJan 1 → Nov 6[…]

+4.5%1 yearTotal return[…]

+17.4%3 years · per year$10,000 became $16,202 · […][…]

[…]5 years · per year[…]

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

12.79%Trailing 12-mo yield$1,279 · $49 a year on $10k0.49%

−11.5%Worst dropSmaller is better[…]

16.7%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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs SQLT: Top 5 Holdings

Today

JEPQ

28.9%in top 5

SQLT

in top 55.0%

JEPQStockSQLT

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot 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

JEPQ vs SQLT Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

SQLTiShares

[…]

past year

Returns […]

JEPQSQLTFaded: behind in that period

0–0Level

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

Income vs Stocks: JEPQ vs IJR

YTD

J.P. MorganJEPQ

+3.2%

IJRiShares

+15.5%

+3.2%Year to date+15.5%

−11.5%Worst drop · 1Y−9.7%

16.7%Volatility · 1Y16.2%

12.8%Yield1.2%

$40.7BAssets$104B

3–1IJR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, JEPQ, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SQLT0.20%$20

JEPQ0.35%$35

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

Yields: SQLT, JEPQ, IJR

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IJR1.24%$124

SQLT0.49%$49

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IJR$124 − $6 = $118

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPQ, IJR

Today

27.0%most shared, SQLT and IJR

SQLTJEPQIJR

SQLT—0.0%27.0%

JEPQ0.0%—0.0%

IJR27.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

IJRWorst drop−9.7%16.2% vol

JEPQWorst drop−11.5%16.7% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQIJR

+3.2%Year to date+15.5%

12.8%Yield1.2%

+4.5%Past year+17.6%

0.35%Fee0.06%

3–1IJR 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%

$40.7BAssets$45.2B

1–1level

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026