SQLV vs JEPI

ASQLV

BJEPI

Measures won2–4JEPI wins · of 6 · YTD

$10,000 · YTD$12,251SQLV · JEPI $10,830

Lowest cost0.35%JEPI · $35 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%SQLV and JEPI

YTD

Royce Quant Small-Cap Quality Value ETF · $39MJPMorgan Equity Premium Income ETF · $47.3B

+22.5%Year to dateJan 1 → Nov 12+8.3%

+25.9%1 yearTotal return+10.1%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

1.03%12-mo yield$103 · $786 on $10k7.86%

−7.7%

End-of-day Nov 12, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

YTD2 funds

#			Trend
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	1.03%	−1.1%	+22.5%	+25.9%	+15.5%	+6.5%	−7.7%	$39M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

YTD2 funds

#			Trend
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	1.03%	−1.1%	+22.5%	+25.9%	+15.5%	+6.5%	−7.7%	$39M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV

Royce Quant Small-Cap Quality Value

$12,586

JEPI

JPMorgan Equity Premium Income

$11,007

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