Compare · 4 funds side by side · dividends reinvested

SQLV, JEPI, VIG and IJR

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

SQLV, JEPI, VIG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$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 6, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · VIG 2006 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

SQLV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SQLVMeasureVIG

+21.1%Year to dateJan 1 → Nov 6+12.1%

+25.3%1 yearTotal return+14.3%

+16.2%3 years · per year$10,000 became $15,694 · $16,669+18.6%

+7.2%5 years · per year$10,000 became $14,141 · $16,243+10.2%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

1.04%Trailing 12-mo yield$104 · $150 a year on $10k1.50%

−7.7%Worst dropSmaller is better−7.9%

16.5%VolatilityLower is calmer10.8%

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

3–5VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs VIG: Top 5 Holdings

Today

SQLV

4.8%in top 5

VIG

in top 522.1%

SQLVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common0.2%

End-of-day Nov 6, 2026 · share of each fund

SQLV vs VIG Returns, Every Period

Franklin TempletonSQLV

+7.2%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

SQLVVIGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs JEPI

YTD

Franklin TempletonSQLV

+21.1%

JEPIJ.P. Morgan

+5.3%

+21.1%Year to date+5.3%

−7.7%Worst drop · 1Y−6.7%

16.5%Volatility · 1Y8.8%

1.0%Yield8.1%

$38.9MAssets$45.2B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPI, VIG, IJR

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJR0.06%$6

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI, VIG, IJR

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.50%$150

IJR1.24%$124

SQLV1.04%$104

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

IJR$124 − $6 = $118

SQLV$104 − $60 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, VIG, IJR

Today

30.7%most shared, JEPI and VIG

SQLVJEPIVIGIJR

SQLV—0.0%0.2%15.2%

JEPI0.0%—30.7%0.0%

VIG0.2%30.7%—0.7%

IJR15.2%0.0%0.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

IJRWorst drop−9.7%16.2% vol

SQLVWorst drop−7.7%16.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+5.3%Year to date+21.1%

8.1%Yield1.0%

+8.2%Past year+25.3%

0.35%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026