Compare · 4 funds side by side · dividends reinvested

SQLT, JEPQ, VUG and VO

SQLTiShares×JEPQJ.P. Morgan×VUGVanguard×VOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

SQLT, JEPQ, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.0

Rank among the four1st → 4thFee, 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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPQ

More Ways to See the Pairs

JEPQ vs SQLT: Top 5 Holdings

Today

JEPQ

27.3%in top 5

SQLT

in top 55.0%

JEPQStockSQLT

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Cost, Income and Risk

Fees: SQLT, JEPQ, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SQLT0.20%$20

JEPQ0.35%$35

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

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

+7.8%Year to dateJan 1 → Nov 12[…]

+8.8%1 yearTotal return[…]

+17.9%3 years · per year$10,000 became $16,406 · […][…]

[…]5 years · per year[…]

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

12.24%Trailing 12-mo yield$1,224 · $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

+8.8%

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 VO

YTD

J.P. MorganJEPQ

+7.8%

VOVanguard

+14.0%

+7.8%Year to date+14.0%

−11.5%Worst drop · 1Y−8.2%

16.9%Volatility · 1Y13.2%

12.2%Yield1.3%

$41.8BAssets$103B

3–1VO wins

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

Yields: SQLT, JEPQ, VUG, VO

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

VO1.35%$135

SQLT0.48%$48

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

VO$135 − $3 = $132

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, JEPQ, VUG, VO

Today

51.0%most shared, JEPQ and VUG

SQLTJEPQVUGVO

SQLT—0.0%0.0%0.0%

JEPQ0.0%—51.0%4.4%

VUG0.0%51.0%—10.2%

VO0.0%4.4%10.2%—

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

Return vs Bumpiness: 4 ETFs

1Y

+13.7%VO, at 13.2% volatility

VOWorst drop−8.2%13.2% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQVO

+7.8%Year to date+14.0%

12.2%Yield1.3%

+8.8%Past year+13.7%

0.35%Fee0.03%

3–1VO wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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SQLT, JEPQ, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four