Compare · 3 funds side by side · dividends reinvested

SQLV, JEPI and SCHD

SQLVFranklin Templeton×JEPIJ.P. Morgan×SCHDSchwab×
$7.5k$10k$12.5k$15k$17.5kLow $8,964 · 2022SCHD$16,375SQLV$14,355JEPI$14,108Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three
02 / 04

SQLV, JEPI and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.1
Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$41M2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · SCHD 2011
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Head to Head

5Y
JPMorgan Equity Premium Income ETF · $46.1B$14,108
JEPI
SQLV
Royce Quant Small-Cap Quality Value ETF · $41M$14,355

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

JEPIMeasureSQLV
+5.2%Year to dateJan 1 → Nov 5+22.6%
+8.3%1 yearTotal return+28.3%
+11.0%3 years · per year$10,000 became $13,674 · $15,951+16.8%
+7.1%5 years · per year$10,000 became $14,108 · $14,355+7.5%
0.35%Expense ratio$35 · $60 a year on $10k · lower is better0.60%
8.09%Trailing 12-mo yield$809 · $103 a year on $10k1.03%
−6.7%Worst dropSmaller is better−7.7%
8.8%VolatilityLower is calmer16.5%
JEPISQLV Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

JEPI vs SQLV: Top 5 Holdings

Today
JEPI
9.9%in top 5
SQLV
in top 54.5%
JEPIStockSQLV
2.0%MAnot top 5
2.0%MSFTnot top 5
1.9%MMMnot top 5
1.9%AAPLnot top 5
1.9%Vnot top 5
not top 5DXC1.1%
not top 5KSS0.9%
not top 5HRB0.9%
not top 5EMBC0.8%
not top 5QLYS0.8%
Held in common0.0%
End-of-day Nov 5, 2026 · share of each fund
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JEPI vs SQLV Returns, Every Period

5Y
J.P. MorganJEPI
+7.1%
5 years, per year
SQLVFranklin Templeton
+7.5%
5 years, per year
0%+10%+20%+30%+5.2%+22.6%YTD+8.3%+28.3%1 year+11.0%+16.8%3 yrs · yr+7.1%+7.5%5 yrs · yr
JEPISQLVFaded: behind in that period
0–4SQLV wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
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JEPI vs SCHD

YTD
J.P. MorganJEPI
+5.2%
SCHDSchwab
+32.3%
Jan 1Nov 5+5.2%+32.3%
+5.2%Year to date+32.3%
−6.7%Worst drop · 1Y−6.9%
8.8%Volatility · 1Y11.7%
8.1%Yield3.0%
$46.1BAssets$123B
3–1JEPI wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SQLV, JEPI, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
JEPI0.35%$35
SQLV0.60%$60
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SQLV, JEPI, SCHD

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD2.98%$298
SQLV1.03%$103
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$298 − $6 = $292
SQLV$103 − $60 = $43
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SQLV, JEPI, SCHD

Today
8.1%most shared, JEPI and SCHD
SQLVJEPISCHD
SQLV—0.0%0.5%
JEPI0.0%—8.1%
SCHD0.5%8.1%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%Volatility · 1 year → bumpierSCHD +38.7%SQLV +28.3%JEPI +8.3%
JEPIWorst drop−6.7%8.8% vol
SCHDWorst drop−6.9%11.7% vol
SQLVWorst drop−7.7%16.5% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 5+5.2%+32.3%
+5.2%Year to date+32.3%
8.1%Yield3.0%
+8.3%Past year+38.7%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$805B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com