Compare · 4 funds side by side · dividends reinvested

SQLT, JEPQ, VUG and IWF

SQLTiShares×JEPQJ.P. Morgan×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

SQLT, JEPQ, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

Rank among the four1st → 4thFee, 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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

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

+1.4%Year to dateJan 1 → Nov 6[…]

+0.2%1 yearTotal return[…]

+22.6%3 years · per year$10,000 became $18,415 · […][…]

+10.0%5 years · per year$10,000 became $16,124 · […][…]

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

0.42%Trailing 12-mo yield$42 · $49 a year on $10k0.49%

−15.1%Worst dropSmaller is better[…]

19.0%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 6, 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 6, 2026 · share of each fund

VUG vs SQLT Returns, Every Period

VanguardVUG

+0.2%

past year

SQLTiShares

[…]

past year

Returns […]

VUGSQLTFaded: behind in that period

0–0Level

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

Stocks vs Income: VUG vs JEPQ

YTD

VanguardVUG

+1.4%

JEPQJ.P. Morgan

+3.2%

+1.4%Year to date+3.2%

−15.1%Worst drop · 1Y−11.5%

19.0%Volatility · 1Y16.7%

0.4%Yield12.8%

$233BAssets$42.6B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: SQLT, JEPQ, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SQLT0.20%$20

JEPQ0.35%$35

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

Yields: SQLT, JEPQ, VUG, IWF

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SQLT0.49%$49

VUG0.42%$42

IWF0.39%$39

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

VUG$42 − $3 = $39

SQLT$49 − $20 = $29

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLT, JEPQ, VUG, IWF

Today

78.0%most shared, VUG and IWF

SQLTJEPQVUGIWF

SQLT—0.0%0.0%0.6%

JEPQ0.0%—51.9%49.9%

VUG0.0%51.9%—78.0%

IWF0.6%49.9%78.0%—

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

Return vs Bumpiness: 4 ETFs

+4.5%JEPQ, at 16.7% volatility

JEPQWorst drop−11.5%16.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQVUG

+3.2%Year to date+1.4%

12.8%Yield0.4%

+4.5%Past year+0.2%

0.35%Fee0.03%

3–1JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

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