Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, JEPI and IWF

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

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,505IWF · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

SQLV, JEPQ, JEPI and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+25.9%+15.8%+6.2%−7.7%16.6%$39M2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B2.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · JEPI 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,505

IWF

More Ways to See the Pairs

IWF vs SQLV: Top 5 Holdings

Today

IWF

38.2%in top 5

SQLV

in top 54.9%

IWFStockSQLV

12.8%NVDAnot top 5

8.8%AAPLnot top 5

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

Cost, Income and Risk

Fees: SQLV, JEPQ, JEPI, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JEPQ0.35%$35

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$13,488

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

IWFMeasureSQLV

−2.6%Year to dateJan 1 → Nov 13+22.6%

−3.9%1 yearTotal return+25.9%

+18.6%3 years · per year$10,000 became $16,699 · $15,545+15.8%

+9.2%5 years · per year$10,000 became $15,505 · $13,488+6.2%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

0.38%Trailing 12-mo yield$38 · $103 a year on $10k1.03%

−14.6%Worst dropSmaller is better−7.7%

19.6%VolatilityLower is calmer16.6%

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

3–5SQLV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.3%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5KSS0.9%

not top 5FHI0.8%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

IWF vs SQLV Returns, Every Period

5Y

iSharesIWF

+9.2%

5 years, per year

SQLVFranklin Templeton

+6.2%

5 years, per year

IWFSQLVFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs JEPQ

YTD

iSharesIWF

−2.6%

JEPQJ.P. Morgan

+6.7%

−2.6%Year to date+6.7%

−14.6%Worst drop · 1Y−11.5%

19.6%Volatility · 1Y17.0%

0.4%Yield12.4%

$119BAssets$42.6B

4–0JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SQLV, JEPQ, JEPI, IWF

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

SQLV1.03%$103

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

SQLV$103 − $60 = $43

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPQ, JEPI, IWF

Today

50.0%most shared, JEPQ and IWF

SQLVJEPQJEPIIWF

SQLV—0.0%0.0%0.0%

JEPQ0.0%—28.4%50.0%

JEPI0.0%28.4%—27.4%

IWF0.0%50.0%27.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

JEPIWorst drop−6.7%9.0% vol

SQLVWorst drop−7.7%16.6% vol

JEPQWorst drop−11.5%17.0% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSQLV

+6.7%Year to date+22.6%

12.4%Yield1.0%

+7.6%Past year+25.9%

0.35%Fee0.60%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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SQLV, JEPQ, JEPI and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four