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

Vanguard Morningstar Growth ETF · $233B$17,153

VUG

SQLV

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

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

VUGMeasureSQLV

+6.3%Year to dateJan 1 → Nov 4+27.7%

+3.4%1 yearTotal return+33.0%

+25.4%3 years · per year$10,000 became $19,712 · $16,710+18.7%

+11.4%5 years · per year$10,000 became $17,153 · $15,155+8.7%

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

0.40%Trailing 12-mo yield$40 · $99 a year on $10k0.99%

−16.1%Worst dropSmaller is better−7.7%

18.2%VolatilityLower is calmer16.0%

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

3–5SQLV wins

End-of-day Nov 4, 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 54.5%

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 5DXC1.1%

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

VUG vs SQLV Returns, Every Period

VanguardVUG

+11.4%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

VUGSQLVFaded: behind in that period

2–2Level

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

Stocks vs Income: VUG vs JEPQ

YTD

VanguardVUG

+6.3%

JEPQJ.P. Morgan

+8.5%

+6.3%Year to date+8.5%

−16.1%Worst drop · 1Y−8.8%

18.2%Volatility · 1Y15.5%

0.4%Yield12.2%

$233BAssets$42.1B

4–0JEPQ wins

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