Compare · 3 funds side by side · dividends reinvested

SQLV, JEPQ and IWF

SQLVFranklin Templeton×JEPQJ.P. Morgan×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

SQLV, JEPQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$41M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

SQLV

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

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

JEPQMeasureSQLV

+8.5%Year to dateJan 1 → Nov 5+22.6%

+9.3%1 yearTotal return+28.3%

+20.3%3 years · per year$10,000 became $17,406 · $15,951+16.8%

[…]5 years · per year$10,000 became […] · $14,355+7.5%

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

12.17%Trailing 12-mo yield$1,217 · $103 a year on $10k1.03%

−8.8%Worst dropSmaller is better−7.7%

15.5%VolatilityLower is calmer16.5%

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

4–3JEPQ wins

End-of-day Nov 5, 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

28.3%in top 5

SQLV

in top 54.5%

JEPQStockSQLV

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

4.2%GOOGnot top 5

4.2%AMZNnot 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 5, 2026 · share of each fund

JEPQ vs SQLV Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

SQLVFranklin Templeton

+28.3%

past year

JEPQSQLVFaded: behind in that period

1–2SQLV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs SQLV

YTD

J.P. MorganJEPQ

+8.5%

SQLVFranklin Templeton

+22.6%

+8.5%Year to date+22.6%

−8.8%Worst drop · 1Y−7.7%

15.5%Volatility · 1Y16.5%

12.2%Yield1.0%

$42.1BAssets$41.0M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPQ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JEPQ0.35%$35

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, JEPQ, IWF

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SQLV1.03%$103

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPQ, IWF

Today

50.3%most shared, JEPQ and IWF

SQLVJEPQIWF

SQLV—0.0%0.0%

JEPQ0.0%—50.3%

IWF0.0%50.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.3%SQLV, at 16.5% volatility

JEPQWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.5% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSQLV

+8.5%Year to date+22.6%

12.2%Yield1.0%

+9.3%Past year+28.3%

0.35%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026