Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, VTV and VIG

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

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,885VTV · 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, VTV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.5

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%$39M2.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$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 12, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · VTV 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,596

VIG

More Ways to See the Pairs

VIG vs SQLV: Top 5 Holdings

Today

VIG

22.1%in top 5

SQLV

in top 54.9%

VIGStockSQLV

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Cost, Income and Risk

Fees: SQLV, JEPQ, VTV, VIG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

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%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$13,678

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

VIGMeasureSQLV

+16.0%Year to dateJan 1 → Nov 12+22.5%

+16.9%1 yearTotal return+25.9%

+18.9%3 years · per year$10,000 became $16,806 · $15,405+15.5%

+10.7%5 years · per year$10,000 became $16,596 · $13,678+6.5%

0.04%Expense ratio$4 · $60 a year on $10k · lower is better0.60%

1.45%Trailing 12-mo yield$145 · $103 a year on $10k1.03%

−7.9%Worst dropSmaller is better−7.7%

11.0%VolatilityLower is calmer16.6%

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

5–3VIG 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 common0.2%

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

VIG vs SQLV Returns, Every Period

5Y

VanguardVIG

+10.7%

5 years, per year

SQLVFranklin Templeton

+6.5%

5 years, per year

VIGSQLVFaded: behind in that period

2–2Level

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

VIG vs JEPQ

YTD

VanguardVIG

+16.0%

JEPQJ.P. Morgan

+7.8%

+16.0%Year to date+7.8%

−7.9%Worst drop · 1Y−11.5%

11.0%Volatility · 1Y16.9%

1.4%Yield12.2%

$109BAssets$42.6B

3–1VIG wins

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

Yields: SQLV, JEPQ, VTV, VIG

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

VTV1.82%$182

VIG1.45%$145

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

VTV$182 − $3 = $179

VIG$145 − $4 = $141

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, JEPQ, VTV, VIG

Today

51.5%most shared, VTV and VIG

SQLVJEPQVTVVIG

SQLV—0.0%0.0%0.2%

JEPQ0.0%—17.3%26.6%

VTV0.0%17.3%—51.5%

VIG0.2%26.6%51.5%—

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

Return vs Bumpiness: 4 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

VTVWorst drop−6.4%10.8% vol

VIGWorst drop−7.9%11.0% 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

JEPQSQLV

+7.8%Year to date+22.5%

12.2%Yield1.0%

+8.8%Past year+25.9%

0.35%Fee0.60%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

Loading…

SQLV, JEPQ, VTV and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four