Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, IWF and IJR

SQLVFranklin Templeton×JEPQJ.P. Morgan×IWFiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

SQLV, JEPQ, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

SQLV

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

SQLVMeasureIJR

+21.1%Year to dateJan 1 → Nov 6+15.5%

+25.3%1 yearTotal return+17.6%

+16.2%3 years · per year$10,000 became $15,694 · $16,147+17.3%

+7.2%5 years · per year$10,000 became $14,141 · $13,170+5.7%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.04%Trailing 12-mo yield$104 · $124 a year on $10k1.24%

−7.7%Worst dropSmaller is better−9.7%

16.5%VolatilityLower is calmer16.2%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs IJR: Top 5 Holdings

Today

SQLV

4.8%in top 5

IJR

in top 52.6%

SQLVStockIJR

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common15.2%

End-of-day Nov 6, 2026 · share of each fund

SQLV vs IJR Returns, Every Period

Franklin TempletonSQLV

+7.2%

5 years, per year

IJRiShares

+5.7%

5 years, per year

SQLVIJRFaded: behind in that period

3–1SQLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs JEPQ

YTD

Franklin TempletonSQLV

+21.1%

JEPQJ.P. Morgan

+3.2%

+21.1%Year to date+3.2%

−7.7%Worst drop · 1Y−11.5%

16.5%Volatility · 1Y16.7%

1.0%Yield12.8%

$38.9MAssets$42.6B

3–1SQLV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPQ, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

JEPQ0.35%$35

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, JEPQ, IWF, IJR

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IJR1.24%$124

SQLV1.04%$104

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IJR$124 − $6 = $118

SQLV$104 − $60 = $44

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPQ, IWF, IJR

Today

49.9%most shared, JEPQ and IWF

SQLVJEPQIWFIJR

SQLV—0.0%0.0%15.2%

JEPQ0.0%—49.9%0.0%

IWF0.0%49.9%—0.1%

IJR15.2%0.0%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

IJRWorst drop−9.7%16.2% vol

SQLVWorst drop−7.7%16.5% vol

JEPQWorst drop−11.5%16.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSQLV

+3.2%Year to date+21.1%

12.8%Yield1.0%

+4.5%Past year+25.3%

0.35%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026