Compare · 4 funds side by side · dividends reinvested

SQLV, JEPI, VIG and IWF

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

SQLV, JEPI, VIG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · VIG 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $118B$15,892

IWF

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

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

IWFMeasureSQLV

−2.5%Year to dateJan 1 → Nov 9+23.7%

−2.2%1 yearTotal return+29.4%

+19.8%3 years · per year$10,000 became $17,207 · $15,678+16.2%

+9.7%5 years · per year$10,000 became $15,892 · $14,089+7.1%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

0.38%Trailing 12-mo yield$38 · $102 a year on $10k1.02%

−14.6%Worst dropSmaller is better−7.7%

19.5%VolatilityLower is calmer16.6%

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

3–5SQLV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs SQLV: Top 5 Holdings

Today

IWF

39.7%in top 5

SQLV

in top 54.9%

IWFStockSQLV

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IWF vs SQLV Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

IWFSQLVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs JEPI

YTD

iSharesIWF

−2.5%

JEPIJ.P. Morgan

+7.5%

−2.5%Year to date+7.5%

−14.6%Worst drop · 1Y−6.7%

19.5%Volatility · 1Y9.0%

0.4%Yield7.9%

$118BAssets$45.2B

4–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPI, VIG, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI, VIG, IWF

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VIG1.46%$146

SQLV1.02%$102

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VIG$146 − $4 = $142

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, VIG, IWF

Today

32.6%most shared, VIG and IWF

SQLVJEPIVIGIWF

SQLV—0.0%0.2%0.0%

JEPI0.0%—31.2%26.9%

VIG0.2%31.2%—32.6%

IWF0.0%26.9%32.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+7.5%Year to date+23.7%

7.9%Yield1.0%

+10.9%Past year+29.4%

0.35%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026