Compare · 3 funds side by side · dividends reinvested

SQLV, JEPQ and VUG

SQLVFranklin Templeton×JEPQJ.P. Morgan×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

SQLV, JEPQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$41M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

SQLV

Royce Quant Small-Cap Quality Value ETF · $41M$15,155

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

JEPQMeasureSQLV

+8.5%Year to dateJan 1 → Nov 4+27.7%

+9.3%1 yearTotal return+33.0%

+20.3%3 years · per year$10,000 became $17,406 · $16,710+18.7%

[…]5 years · per year$10,000 became […] · $15,155+8.7%

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

12.17%Trailing 12-mo yield$1,217 · $99 a year on $10k0.99%

−8.8%Worst dropSmaller is better−7.7%

15.5%VolatilityLower is calmer16.0%

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

4–3JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs SQLV: Top 5 Holdings

Today

JEPQ

27.9%in top 5

SQLV

in top 54.5%

JEPQStockSQLV

7.1%NVDAnot top 5

6.8%AAPLnot top 5

5.6%MSFTnot top 5

4.2%MUnot top 5

4.1%GOOGnot top 5

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

JEPQ vs SQLV Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

SQLVFranklin Templeton

+33.0%

past year

JEPQSQLVFaded: behind in that period

1–2SQLV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs SQLV

YTD

J.P. MorganJEPQ

+8.5%

SQLVFranklin Templeton

+27.7%

+8.5%Year to date+27.7%

−8.8%Worst drop · 1Y−7.7%

15.5%Volatility · 1Y16.0%

12.2%Yield1.0%

$42.1BAssets$41.0M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPQ0.35%$35

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, JEPQ, VUG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SQLV0.99%$99

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPQ, VUG

Today

51.6%most shared, JEPQ and VUG

SQLVJEPQVUG

SQLV—0.0%0.0%

JEPQ0.0%—51.6%

VUG0.0%51.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

JEPQWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSQLV

+8.5%Year to date+27.7%

12.2%Yield1.0%

+9.3%Past year+33.0%

0.35%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026