Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, VUG and IJR

SQLVFranklin Templeton×JEPQJ.P. Morgan×VUGVanguard×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · 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, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$107B2.1

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%$40M2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,326

VUG

More Ways to See the Pairs

VUG vs SQLV: Top 5 Holdings

Today

VUG

45.2%in top 5

SQLV

in top 54.9%

VUGStockSQLV

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Cost, Income and Risk

Fees: SQLV, JEPQ, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

JEPQ0.35%$35

SQLV0.60%$60

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SQLV

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

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

VUGMeasureSQLV

+4.9%Year to dateJan 1 → Nov 12+22.5%

+3.5%1 yearTotal return+25.9%

+22.1%3 years · per year$10,000 became $18,215 · $15,405+15.5%

+10.3%5 years · per year$10,000 became $16,326 · $13,678+6.5%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

0.41%Trailing 12-mo yield$41 · $103 a year on $10k1.03%

−15.1%Worst dropSmaller is better−7.7%

19.1%VolatilityLower is calmer16.6%

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

3–5SQLV 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

VUG vs SQLV Returns, Every Period

5Y

VanguardVUG

+10.3%

5 years, per year

SQLVFranklin Templeton

+6.5%

5 years, per year

VUGSQLVFaded: behind in that period

2–2Level

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

Stocks vs Income: VUG vs JEPQ

YTD

VanguardVUG

+4.9%

JEPQJ.P. Morgan

+7.8%

+4.9%Year to date+7.8%

−15.1%Worst drop · 1Y−11.5%

19.1%Volatility · 1Y16.9%

0.4%Yield12.2%

$233BAssets$41.8B

4–0JEPQ wins

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

Yields: SQLV, JEPQ, VUG, IJR

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

IJR1.21%$121

SQLV1.03%$103

VUG0.41%$41

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

IJR$121 − $6 = $115

SQLV$103 − $60 = $43

VUG$41 − $3 = $38

KeptFee

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

Overlap: SQLV, JEPQ, VUG, IJR

Today

51.0%most shared, JEPQ and VUG

SQLVJEPQVUGIJR

SQLV—0.0%0.0%15.1%

JEPQ0.0%—51.0%0.0%

VUG0.0%51.0%—0.0%

IJR15.1%0.0%0.0%—

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

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% 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

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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SQLV, JEPQ, VUG and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four