Compare · 3 funds side by side · dividends reinvested

SQLV, JEPI and IJR

SQLVFranklin Templeton×JEPIJ.P. Morgan×IJRiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,545JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

SQLV, JEPI and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$106B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P Small-Cap ETF · $106B$13,039

IJR

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$13,771

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

IJR

More Ways to See the Pairs

IJR vs SQLV: Top 5 Holdings

Today

IJR

2.7%in top 5

SQLV

in top 54.9%

IJRStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5FHI0.8%

Cost, Income and Risk

Fees: SQLV, JEPI, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI, IJR

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SQLV

+19.4%Year to dateJan 1 → Nov 11+23.9%

+21.0%1 yearTotal return+28.0%

+16.9%3 years · per year$10,000 became $15,982 · $15,474+15.7%

+5.5%5 years · per year$10,000 became $13,039 · $13,771+6.6%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

1.20%Trailing 12-mo yield$120 · $102 a year on $10k1.02%

−9.7%Worst dropSmaller is better−7.7%

16.3%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%VSATnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%PAYCnot top 5

0.5%TGTXnot top 5

Held in common15.1%

End-of-day Nov 11, 2026 · share of each fund

IJR vs SQLV Returns, Every Period

5Y

iSharesIJR

+5.5%

5 years, per year

SQLVFranklin Templeton

+6.6%

5 years, per year

IJRSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IJR vs JEPI

YTD

iSharesIJR

+19.4%

JEPIJ.P. Morgan

+8.6%

+19.4%Year to date+8.6%

−9.7%Worst drop · 1Y−6.7%

16.3%Volatility · 1Y9.0%

1.2%Yield7.8%

$106BAssets$46.6B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

IJR1.20%$120

SQLV1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

IJR$120 − $6 = $114

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, IJR

Today

15.1%most shared, SQLV and IJR

SQLVJEPIIJR

SQLV—0.0%15.1%

JEPI0.0%—0.0%

IJR15.1%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

JEPIWorst drop−6.7%9.0% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+8.6%Year to date+23.9%

7.8%Yield1.0%

+11.2%Past year+28.0%

0.35%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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SQLV, JEPI and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three