Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, VIG and VTV

SQLVFranklin Templeton×JEPQJ.P. Morgan×VIGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

SQLV, JEPQ, VIG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.5

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%$39M2.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.3

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 · VIG 2006 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SQLVMeasureVIG

+21.1%Year to dateJan 1 → Nov 6+12.1%

+25.3%1 yearTotal return+14.3%

+16.2%3 years · per year$10,000 became $15,694 · $16,669+18.6%

+7.2%5 years · per year$10,000 became $14,141 · $16,243+10.2%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

1.04%Trailing 12-mo yield$104 · $150 a year on $10k1.50%

−7.7%Worst dropSmaller is better−7.9%

16.5%VolatilityLower is calmer10.8%

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

3–5VIG wins

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 VIG: Top 5 Holdings

Today

SQLV

4.8%in top 5

VIG

in top 522.1%

SQLVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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

Held in common0.2%

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

SQLV vs VIG Returns, Every Period

Franklin TempletonSQLV

+7.2%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

SQLVVIGFaded: behind in that period

2–2Level

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%

$39.4MAssets$42.6B

3–1SQLV wins

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

Cost, Income and Risk

Fees: SQLV, JEPQ, VIG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

JEPQ0.35%$35

SQLV0.60%$60

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

Yields: SQLV, JEPQ, VIG, VTV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VTV1.87%$187

VIG1.50%$150

SQLV1.04%$104

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

VTV$187 − $3 = $184

VIG$150 − $4 = $146

SQLV$104 − $60 = $44

KeptFee

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

Overlap: SQLV, JEPQ, VIG, VTV

Today

51.5%most shared, VIG and VTV

SQLVJEPQVIGVTV

SQLV—0.0%0.2%0.0%

JEPQ0.0%—26.2%16.9%

VIG0.2%26.2%—51.5%

VTV0.0%16.9%51.5%—

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

VTVWorst drop−6.4%10.7% vol

VIGWorst drop−7.9%10.8% vol

SQLVWorst drop−7.7%16.5% vol

JEPQWorst drop−11.5%16.7% 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

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

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026