Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, VUG and VIG

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

SQLV, JEPQ, VUG and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

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%$39M2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

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 · VUG 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

SQLV

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

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

VUGMeasureSQLV

+1.4%Year to dateJan 1 → Nov 6+21.1%

+0.2%1 yearTotal return+25.3%

+22.6%3 years · per year$10,000 became $18,415 · $15,694+16.2%

+10.0%5 years · per year$10,000 became $16,124 · $14,141+7.2%

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

0.42%Trailing 12-mo yield$42 · $104 a year on $10k1.04%

−15.1%Worst dropSmaller is better−7.7%

19.0%VolatilityLower is calmer16.5%

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

3–5SQLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs SQLV: Top 5 Holdings

Today

VUG

45.2%in top 5

SQLV

in top 54.8%

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

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.0%

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

VUG vs SQLV Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

VUGSQLVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs JEPQ

YTD

VanguardVUG

+1.4%

JEPQJ.P. Morgan

+3.2%

+1.4%Year to date+3.2%

−15.1%Worst drop · 1Y−11.5%

19.0%Volatility · 1Y16.7%

0.4%Yield12.8%

$233BAssets$42.6B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: SQLV, JEPQ, VUG, VIG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$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, VUG, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VIG1.50%$150

SQLV1.04%$104

VUG0.42%$42

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

VIG$150 − $4 = $146

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

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

Overlap: SQLV, JEPQ, VUG, VIG

Today

51.9%most shared, JEPQ and VUG

SQLVJEPQVUGVIG

SQLV—0.0%0.0%0.2%

JEPQ0.0%—51.9%26.2%

VUG0.0%51.9%—26.4%

VIG0.2%26.2%26.4%—

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

VIGWorst drop−7.9%10.8% vol

SQLVWorst drop−7.7%16.5% vol

JEPQWorst drop−11.5%16.7% vol

VUGWorst drop−15.1%19.0% 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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026