Compare · 3 funds side by side · dividends reinvested

SQLV, JEPI and IJR

SQLVFranklin Templeton×JEPIJ.P. Morgan×IJRiShares×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,429JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 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%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−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 10, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $45.2B$14,429

JEPI

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,078

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

JEPI

More Ways to See the Pairs

JEPI vs SQLV: Top 5 Holdings

Today

JEPI

9.8%in top 5

SQLV

in top 54.8%

JEPIStockSQLV

2.0%MSFTnot top 5

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

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 10, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI, IJR

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SQLV

+7.6%Year to dateJan 1 → Nov 10+23.5%

+10.6%1 yearTotal return+28.9%

+10.9%3 years · per year$10,000 became $13,634 · $15,277+15.2%

+7.6%5 years · per year$10,000 became $14,429 · $14,078+7.1%

0.35%Expense ratio$35 · $60 a year on $10k · lower is better0.60%

7.92%Trailing 12-mo yield$792 · $102 a year on $10k1.02%

−6.7%Worst dropSmaller is better−7.7%

9.0%VolatilityLower is calmer16.6%

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

5–3JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.2%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5HRB0.9%

not top 5KSS0.9%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

JEPI vs SQLV Returns, Every Period

5Y

J.P. MorganJEPI

+7.6%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

JEPISQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs IJR

YTD

J.P. MorganJEPI

+7.6%

IJRiShares

+18.5%

+7.6%Year to date+18.5%

−6.7%Worst drop · 1Y−9.7%

9.0%Volatility · 1Y16.3%

7.9%Yield1.2%

$45.2BAssets$107B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

IJR1.21%$121

SQLV1.02%$102

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 10, 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 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.9%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 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+7.6%Year to date+23.5%

7.9%Yield1.0%

+10.6%Past year+28.9%

0.35%Fee0.60%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

SQLV, JEPI and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three