Compare · 4 funds side by side · dividends reinvested

SQLV, JEPI, VUG and IWF

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

SQLV, JEPI, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.8B$14,545

JEPI

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JEPI vs SQLV: Top 5 Holdings

Today

JEPI

9.8%in top 5

SQLV

in top 54.9%

JEPIStockSQLV

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: SQLV, JEPI, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$13,771

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

JEPIMeasureSQLV

+8.6%Year to dateJan 1 → Nov 11+23.9%

+11.2%1 yearTotal return+28.0%

+11.1%3 years · per year$10,000 became $13,729 · $15,474+15.7%

+7.8%5 years · per year$10,000 became $14,545 · $13,771+6.6%

0.35%Expense ratio$35 · $60 a year on $10k · lower is better0.60%

7.84%Trailing 12-mo yield$784 · $102 a year on $10k1.02%

−6.7%Worst dropSmaller is better−7.7%

9.0%VolatilityLower is calmer16.6%

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

5–3JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.3%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5FHI0.8%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

JEPI vs SQLV Returns, Every Period

5Y

J.P. MorganJEPI

+7.8%

5 years, per year

SQLVFranklin Templeton

+6.6%

5 years, per year

JEPISQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs SQLV

YTD

J.P. MorganJEPI

+8.6%

SQLVFranklin Templeton

+23.9%

+8.6%Year to date+23.9%

−6.7%Worst drop · 1Y−7.7%

9.0%Volatility · 1Y16.6%

7.8%Yield1.0%

$46.8BAssets$39.6M

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SQLV, JEPI, VUG, IWF

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SQLV1.02%$102

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, VUG, IWF

Today

78.0%most shared, VUG and IWF

SQLVJEPIVUGIWF

SQLV—0.0%0.0%0.0%

JEPI0.0%—27.8%27.4%

VUG0.0%27.8%—78.0%

IWF0.0%27.4%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

JEPIWorst drop−6.7%9.0% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+8.6%Year to date+23.9%

7.8%Yield1.0%

+11.2%Past year+28.0%

0.35%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SQLV, JEPI, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four