Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, VO and SCHD

SQLVFranklin Templeton×JEPQJ.P. Morgan×VOVanguard×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

SQLV, JEPQ, VO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$40M3.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · VO 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

More Ways to See the Pairs

JEPQ vs SQLV: Top 5 Holdings

Today

JEPQ

27.3%in top 5

SQLV

in top 54.9%

JEPQStockSQLV

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Cost, Income and Risk

Fees: SQLV, JEPQ, VO, SCHD

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$13,678

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

JEPQMeasureSQLV

+7.8%Year to dateJan 1 → Nov 12+22.5%

+8.8%1 yearTotal return+25.9%

+17.9%3 years · per year$10,000 became $16,406 · $15,405+15.5%

[…]5 years · per year$10,000 became […] · $13,678+6.5%

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

12.24%Trailing 12-mo yield$1,224 · $103 a year on $10k1.03%

−11.5%Worst dropSmaller is better−7.7%

16.9%VolatilityLower is calmer16.6%

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

3–4SQLV wins

End-of-day Nov 12, 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 12, 2026 · share of each fund

JEPQ vs SQLV Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

SQLVFranklin Templeton

+25.9%

past year

JEPQSQLVFaded: behind in that period

1–2SQLV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+7.8%

SCHDSchwab

+34.2%

+7.8%Year to date+34.2%

−11.5%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.7%

12.2%Yield2.9%

$41.8BAssets$123B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SQLV, JEPQ, VO, SCHD

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SCHD2.93%$293

VO1.35%$135

SQLV1.03%$103

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SCHD$293 − $6 = $287

VO$135 − $3 = $132

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPQ, VO, SCHD

Today

6.9%most shared, VO and SCHD

SQLVJEPQVOSCHD

SQLV—0.0%0.0%0.5%

JEPQ0.0%—4.4%3.8%

VO0.0%4.4%—6.9%

SCHD0.5%3.8%6.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%13.2% vol

SQLVWorst drop−7.7%16.6% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SQLV, JEPQ, VO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four