Compare · 4 funds side by side · dividends reinvested

SQLV, JEPI, VUG and VTV

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

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,803VTV · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

SQLV, JEPI, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.5

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,394

VUG

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VUG vs SQLV: Top 5 Holdings

Today

VUG

45.2%in top 5

SQLV

in top 54.8%

VUGStockSQLV

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Cost, Income and Risk

Fees: SQLV, JEPI, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

JEPI0.35%$35

SQLV0.60%$60

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,078

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

VUGMeasureSQLV

+3.4%Year to dateJan 1 → Nov 10+23.5%

+4.2%1 yearTotal return+28.9%

+22.2%3 years · per year$10,000 became $18,230 · $15,277+15.2%

+10.4%5 years · per year$10,000 became $16,394 · $14,078+7.1%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

0.41%Trailing 12-mo yield$41 · $102 a year on $10k1.02%

−15.1%Worst dropSmaller is better−7.7%

19.1%VolatilityLower is calmer16.6%

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

3–5SQLV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.2%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5HRB0.9%

not top 5KSS0.9%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

VUG vs SQLV Returns, Every Period

5Y

VanguardVUG

+10.4%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

VUGSQLVFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs JEPI

YTD

VanguardVUG

+3.4%

JEPIJ.P. Morgan

+7.6%

+3.4%Year to date+7.6%

−15.1%Worst drop · 1Y−6.7%

19.1%Volatility · 1Y9.0%

0.4%Yield7.9%

$233BAssets$45.2B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SQLV, JEPI, VUG, VTV

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

VTV1.83%$183

SQLV1.02%$102

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

VTV$183 − $3 = $180

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, VUG, VTV

Today

27.8%most shared, JEPI and VTV

SQLVJEPIVUGVTV

SQLV—0.0%0.0%0.0%

JEPI0.0%—27.7%27.8%

VUG0.0%27.7%—1.9%

VTV0.0%27.8%1.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

JEPIWorst drop−6.7%9.0% vol

VTVWorst drop−6.4%10.8% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISQLV

+7.6%Year to date+23.5%

7.9%Yield1.0%

+10.6%Past year+28.9%

0.35%Fee0.60%

2–2level

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

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SQLV, JEPI, VUG and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four