Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, VUG and IWF

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

SQLV, JEPQ, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

JEPQ

More Ways to See the Pairs

JEPQ vs SQLV: Top 5 Holdings

Today

JEPQ

27.6%in top 5

SQLV

in top 54.9%

JEPQStockSQLV

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.9%MSFTnot top 5

4.4%AMZNnot top 5

4.3%GOOGnot top 5

Cost, Income and Risk

Fees: SQLV, JEPQ, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

JEPQ0.35%$35

SQLV0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$13,771

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

JEPQMeasureSQLV

+8.1%Year to dateJan 1 → Nov 11+23.9%

+9.0%1 yearTotal return+28.0%

+18.2%3 years · per year$10,000 became $16,525 · $15,474+15.7%

[…]5 years · per year$10,000 became […] · $13,771+6.6%

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

12.20%Trailing 12-mo yield$1,220 · $102 a year on $10k1.02%

−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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.3%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5FHI0.8%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

JEPQ vs SQLV Returns, Every Period

1Y

J.P. MorganJEPQ

+9.0%

past year

SQLVFranklin Templeton

+28.0%

past year

JEPQSQLVFaded: behind in that period

1–2SQLV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs SQLV

YTD

J.P. MorganJEPQ

+8.1%

SQLVFranklin Templeton

+23.9%

+8.1%Year to date+23.9%

−11.5%Worst drop · 1Y−7.7%

16.9%Volatility · 1Y16.6%

12.2%Yield1.0%

$42.0BAssets$39.6M

3–1SQLV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SQLV, JEPQ, VUG, IWF

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

SQLV1.02%$102

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPQ, VUG, IWF

Today

78.0%most shared, VUG and IWF

SQLVJEPQVUGIWF

SQLV—0.0%0.0%0.0%

JEPQ0.0%—51.2%49.9%

VUG0.0%51.2%—78.0%

IWF0.0%49.9%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

SQLVWorst drop−7.7%16.6% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSQLV

+8.1%Year to date+23.9%

12.2%Yield1.0%

+9.0%Past year+28.0%

0.35%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SQLV, JEPQ, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four