Compare · 3 funds side by side · dividends reinvested

SQLV, JEPI and VUG

SQLVFranklin Templeton×JEPIJ.P. Morgan×VUGVanguard×

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

02 / 04

SQLV, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$41M1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, 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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

SQLV

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

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

JEPIMeasureSQLV

+8.8%Year to dateJan 1 → Nov 4+27.7%

+11.9%1 yearTotal return+33.0%

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

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

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

7.83%Trailing 12-mo yield$783 · $99 a year on $10k0.99%

−6.7%Worst dropSmaller is better−7.7%

8.1%VolatilityLower is calmer16.0%

JEPISQLV 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

JEPI vs SQLV: Top 5 Holdings

Today

JEPI

9.5%in top 5

SQLV

in top 54.5%

JEPIStockSQLV

2.0%MAnot top 5

1.9%MSFTnot top 5

1.9%Vnot top 5

1.9%AAPLnot top 5

1.8%NEEnot 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 4, 2026 · share of each fund

JEPI vs SQLV Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

JEPISQLVFaded: behind in that period

0–4SQLV wins

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

Income vs Stocks: JEPI vs SQLV

YTD

J.P. MorganJEPI

+8.8%

SQLVFranklin Templeton

+27.7%

+8.8%Year to date+27.7%

−6.7%Worst drop · 1Y−7.7%

8.1%Volatility · 1Y16.0%

7.8%Yield1.0%

$46.1BAssets$41.0M

3–1JEPI wins

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

Cost, Income and Risk

Fees: SQLV, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPI0.35%$35

SQLV0.60%$60

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

Yields: SQLV, JEPI, VUG

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

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

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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

Overlap: SQLV, JEPI, VUG

Today

27.3%most shared, JEPI and VUG

SQLVJEPIVUG

SQLV—0.0%0.0%

JEPI0.0%—27.3%

VUG0.0%27.3%—

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

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

JEPIWorst drop−6.7%8.1% 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 Three

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

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