JEPI vs SQLV

AJEPI

BSQLV

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SQLV $14,355

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%JEPI and SQLV

JEPI

SQLV

JPMorgan Equity Premium Income ETF · $46.1BRoyce Quant Small-Cap Quality Value ETF · $41M

+11.0%3 years · per year$13,674 · $15,951+16.8%

+7.1%5 years · per year$14,108 · $14,355+7.5%

0.35%Expense ratio$35 · $60 on $10k · lower wins0.60%

8.09%12-mo yield$809 · $103 on $10k1.03%

−6.7%Worst dropSmaller wins−7.7%

8.8%VolatilityLower wins16.5%

4–2JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · SQLV

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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 SQLV

JEPI

JPMorgan Equity Premium Income

$14,108

SQLV

Royce Quant Small-Cap Quality Value

$14,355

MeasureJEPISQLV

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield8.09%1.03%

5 years, per year+7.1%+7.5%

3 years, per year+11.0%+16.8%

Worst drop · 1Y−6.7%−7.7%

Volatility · 1Y8.8%16.5%

4–2measures won
JEPI first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPI, SQLV, SCHD

Today

8.1%most shared, JEPI and SCHD

JEPISQLVSCHD

JEPI—0.0%8.1%

SQLV0.0%—0.5%

SCHD8.1%0.5%—

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

SCHD$298 − $6 = $292

SQLV$103 − $60 = $43

KeptFee

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