Compare · 4 funds side by side · dividends reinvested

SQLV, JEPI, VIG and VUG

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

SQLV, JEPI, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$41M2.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$15,155

SQLV

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

SQLVMeasureJEPI

+27.7%Year to dateJan 1 → Nov 4+8.8%

+33.0%1 yearTotal return+11.9%

+18.7%3 years · per year$10,000 became $16,710 · $14,269+12.6%

+8.7%5 years · per year$10,000 became $15,155 · $14,635+7.9%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

0.99%Trailing 12-mo yield$99 · $783 a year on $10k7.83%

−7.7%Worst dropSmaller is better−6.7%

16.0%VolatilityLower is calmer8.1%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs JEPI: Top 5 Holdings

Today

SQLV

4.5%in top 5

JEPI

in top 59.5%

SQLVStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SQLV vs JEPI Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

SQLVJEPIFaded: behind in that period

4–0SQLV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs JEPI

YTD

Franklin TempletonSQLV

+27.7%

JEPIJ.P. Morgan

+8.8%

+27.7%Year to date+8.8%

−7.7%Worst drop · 1Y−6.7%

16.0%Volatility · 1Y8.1%

1.0%Yield7.8%

$41.0MAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPI, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI, VIG, VUG

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VIG1.44%$144

SQLV0.99%$99

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VIG$144 − $4 = $140

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, VIG, VUG

Today

30.7%most shared, JEPI and VIG

SQLVJEPIVIGVUG

SQLV—0.0%0.2%0.0%

JEPI0.0%—30.7%27.3%

VIG0.2%30.7%—26.4%

VUG0.0%27.3%26.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+33.0%SQLV, at 16.0% volatility

JEPIWorst drop−6.7%8.1% vol

VIGWorst drop−7.9%10.2% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+8.8%Year to date+27.7%

7.8%Yield1.0%

+11.9%Past year+33.0%

0.35%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026