Compare · 3 funds side by side · dividends reinvested

SQLV, JEPQ and JEPI

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

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

SQLV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

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%$40M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.1

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 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,448

JEPI

SQLV

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

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

JEPIMeasureSQLV

+7.5%Year to dateJan 1 → Nov 9+23.7%

+10.9%1 yearTotal return+29.4%

+11.0%3 years · per year$10,000 became $13,679 · $15,678+16.2%

+7.6%5 years · per year$10,000 became $14,448 · $14,089+7.1%

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

7.93%Trailing 12-mo yield$793 · $102 a year on $10k1.02%

−6.7%Worst dropSmaller is better−7.7%

9.0%VolatilityLower is calmer16.6%

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

5–3JEPI wins

End-of-day Nov 9, 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

9.9%in top 5

SQLV

in top 54.9%

JEPIStockSQLV

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot 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

JEPI vs SQLV Returns, Every Period

J.P. MorganJEPI

+7.6%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

JEPISQLVFaded: behind in that period

1–3SQLV wins

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

JEPI vs JEPQ

YTD

J.P. MorganJEPI

+7.5%

JEPQJ.P. Morgan

+6.6%

+7.5%Year to date+6.6%

−6.7%Worst drop · 1Y−11.5%

9.0%Volatility · 1Y16.9%

7.9%Yield12.4%

$45.2BAssets$40.7B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SQLV, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

SQLV0.60%$60

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

Yields: SQLV, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

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

JEPI$793 − $35 = $758

SQLV$102 − $60 = $42

KeptFee

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

Overlap: SQLV, JEPQ, JEPI

Today

27.5%most shared, JEPQ and JEPI

SQLVJEPQJEPI

SQLV—0.0%0.0%

JEPQ0.0%—27.5%

JEPI0.0%27.5%—

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

JEPIWorst drop−6.7%9.0% 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

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