Compare · 4 funds side by side · dividends reinvested

SQLV, JEPI, VIG and IJH

SQLVFranklin Templeton×JEPIJ.P. Morgan×VIGVanguard×IJHiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

SQLV, JEPI, VIG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.5

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%$40M2.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · VIG 2006 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SQLV

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SQLV vs IJH: Top 5 Holdings

Today

SQLV

4.8%in top 5

IJH

in top 53.6%

SQLVStockIJH

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

0.9%KSSnot top 5

Cost, Income and Risk

Fees: SQLV, JEPI, VIG, IJH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJH0.05%$5

JEPI0.35%$35

SQLV0.60%$60

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,971

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SQLVMeasureIJH

+23.5%Year to dateJan 1 → Nov 10+13.2%

+28.9%1 yearTotal return+15.7%

+15.2%3 years · per year$10,000 became $15,277 · $15,596+16.0%

+7.1%5 years · per year$10,000 became $14,078 · $13,971+6.9%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

1.02%Trailing 12-mo yield$102 · $122 a year on $10k1.22%

−7.7%Worst dropSmaller is better−8.8%

16.6%VolatilityLower is calmer15.7%

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

4–4Level

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

not top 5ATI0.7%

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5RGLD0.7%

not top 5USFD0.7%

Held in common2.7%

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

SQLV vs IJH Returns, Every Period

5Y

Franklin TempletonSQLV

+7.1%

5 years, per year

IJHiShares

+6.9%

5 years, per year

SQLVIJHFaded: behind in that period

3–1SQLV wins

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

Stocks vs Income: SQLV vs JEPI

YTD

Franklin TempletonSQLV

+23.5%

JEPIJ.P. Morgan

+7.6%

+23.5%Year to date+7.6%

−7.7%Worst drop · 1Y−6.7%

16.6%Volatility · 1Y9.0%

1.0%Yield7.9%

$39.8MAssets$45.2B

3–1JEPI wins

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

Yields: SQLV, JEPI, VIG, IJH

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

VIG1.46%$146

IJH1.22%$122

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

VIG$146 − $4 = $142

IJH$122 − $5 = $117

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, VIG, IJH

Today

31.4%most shared, JEPI and VIG

SQLVJEPIVIGIJH

SQLV—0.0%0.2%2.7%

JEPI0.0%—31.4%0.5%

VIG0.2%31.4%—2.9%

IJH2.7%0.5%2.9%—

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

Return vs Bumpiness: 4 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

IJHWorst drop−8.8%15.7% 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

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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SQLV, JEPI, VIG and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four