Compare · 3 funds side by side · dividends reinvested

SQLV, JEPQ and IJR

SQLVFranklin Templeton×JEPQJ.P. Morgan×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,089SQLV · best of the three

02 / 04

SQLV, JEPQ and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

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

JEPQMeasureSQLV

+6.6%Year to dateJan 1 → Nov 9+23.7%

+9.2%1 yearTotal return+29.4%

+18.2%3 years · per year$10,000 became $16,495 · $15,678+16.2%

[…]5 years · per year$10,000 became […] · $14,089+7.1%

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

12.39%Trailing 12-mo yield$1,239 · $102 a year on $10k1.02%

−11.5%Worst dropSmaller is better−7.7%

16.9%VolatilityLower is calmer16.6%

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

3–4SQLV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs SQLV: Top 5 Holdings

Today

JEPQ

28.6%in top 5

SQLV

in top 54.9%

JEPQStockSQLV

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot top 5

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

JEPQ vs SQLV Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

SQLVFranklin Templeton

+29.4%

past year

JEPQSQLVFaded: behind in that period

1–2SQLV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs IJR

YTD

J.P. MorganJEPQ

+6.6%

IJRiShares

+18.9%

+6.6%Year to date+18.9%

−11.5%Worst drop · 1Y−9.7%

16.9%Volatility · 1Y16.4%

12.4%Yield1.2%

$40.7BAssets$107B

3–1IJR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPQ, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

JEPQ0.35%$35

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, JEPQ, IJR

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

IJR1.21%$121

SQLV1.02%$102

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPQ, IJR

Today

15.2%most shared, SQLV and IJR

SQLVJEPQIJR

SQLV—0.0%15.2%

JEPQ0.0%—0.0%

IJR15.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.4%SQLV, at 16.6% volatility

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSQLV

+6.6%Year to date+23.7%

12.4%Yield1.0%

+9.2%Past year+29.4%

0.35%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026