Compare · 3 funds side by side · dividends reinvested

SQLV, JEPI and VO

SQLVFranklin Templeton×JEPIJ.P. Morgan×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,355SQLV · best of the three

02 / 04

SQLV, JEPI and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$39M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.0

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,108

JEPI

SQLV

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

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

JEPI vs SQLV Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

JEPISQLVFaded: behind in that period

0–4SQLV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs VO

YTD

J.P. MorganJEPI

+5.2%

VOVanguard

+10.7%

+5.2%Year to date+10.7%

−6.7%Worst drop · 1Y−8.2%

8.8%Volatility · 1Y12.9%

8.1%Yield1.4%

$46.8BAssets$103B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPI, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, JEPI, VO

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VO1.39%$139

SQLV1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VO$139 − $3 = $136

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, VO

Today

11.1%most shared, JEPI and VO

SQLVJEPIVO

SQLV—0.0%0.0%

JEPI0.0%—11.1%

VO0.0%11.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.3%SQLV, at 16.5% volatility

JEPIWorst drop−6.7%8.8% vol

VOWorst drop−8.2%12.9% vol

SQLVWorst drop−7.7%16.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+5.2%Year to date+22.6%

8.1%Yield1.0%

+8.3%Past year+28.3%

0.35%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026