JEPI vs SQLT

AJEPI

BSQLT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · JEPI $14,108

Lowest cost0.03%VUG · $3 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%JEPI and SQLT

JEPI

SQLT

JPMorgan Equity Premium Income ETF · $46.8BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+11.0%3 years · per year$13,674 · […][…]

+7.1%5 years · per year$14,108 · […][…]

0.35%Expense ratio$35 · $20 on $10k · lower wins0.20%

8.09%12-mo yield$809 · $49 on $10k0.49%

−6.7%Worst dropSmaller wins[…]

8.8%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · SQLT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

Cards for this view

JEPI vs SQLT

JEPI

JPMorgan Equity Premium Income

$14,108

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureJEPISQLT

Fee0.35%0.20%

Cost on $10k a year$35$20

Yield8.09%0.49%

5 years, per year+7.1%[…]

3 years, per year+11.0%[…]

Worst drop · 1Y−6.7%[…]

Volatility · 1Y8.8%[…]

1–1measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: JEPI, SQLT, VUG

Today

27.2%most shared, JEPI and VUG

JEPISQLTVUG

JEPI—0.0%27.2%

SQLT0.0%—0.0%

VUG27.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VUG$43 − $3 = $40

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee