Compare · 4 funds side by side · dividends reinvested

SQLV, JEPI, IJR and VO

SQLVFranklin Templeton×JEPIJ.P. Morgan×IJRiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,453JEPI · best of the four

02 / 04

SQLV, JEPI, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$39M2.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.3%+23.1%+17.5%+5.9%−9.7%16.4%$104B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,089

SQLV

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,453

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SQLVMeasureJEPI

+23.7%Year to dateJan 1 → Nov 9+7.5%

+29.4%1 yearTotal return+10.9%

+16.2%3 years · per year$10,000 became $15,678 · $13,684+11.0%

+7.1%5 years · per year$10,000 became $14,089 · $14,453+7.6%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

1.02%Trailing 12-mo yield$102 · $792 a year on $10k7.92%

−7.7%Worst dropSmaller is better−6.7%

16.6%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs JEPI: Top 5 Holdings

Today

SQLV

4.8%in top 5

JEPI

in top 59.9%

SQLVStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SQLV vs JEPI Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

SQLVJEPIFaded: behind in that period

3–1SQLV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs JEPI

YTD

Franklin TempletonSQLV

+23.7%

JEPIJ.P. Morgan

+7.5%

+23.7%Year to date+7.5%

−7.7%Worst drop · 1Y−6.7%

16.6%Volatility · 1Y9.0%

1.0%Yield7.9%

$38.9MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPI, IJR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI, IJR, VO

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

VO1.35%$135

IJR1.20%$120

SQLV1.02%$102

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

VO$135 − $3 = $132

IJR$120 − $6 = $114

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, IJR, VO

Today

15.2%most shared, SQLV and IJR

SQLVJEPIIJRVO

SQLV—0.0%15.2%0.0%

JEPI0.0%—0.0%11.0%

IJR15.2%0.0%—0.0%

VO0.0%11.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

JEPIWorst drop−6.7%9.0% vol

VOWorst drop−8.2%13.1% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+7.5%Year to date+23.7%

7.9%Yield1.0%

+10.9%Past year+29.4%

0.35%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026