SQLV vs VUG

ASQLV

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SQLV $14,141

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%SQLV and VUG

SQLV

VUG

Royce Quant Small-Cap Quality Value ETF · $39MVanguard Morningstar Growth ETF · $233B

+16.2%3 years · per year$15,694 · $18,415+22.6%

+7.2%5 years · per year$14,141 · $16,124+10.0%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

1.04%12-mo yield$104 · $42 on $10k0.42%

−7.7%Worst dropSmaller wins−15.1%

16.5%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · VUG

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

Held in common0.0%

End-of-day Nov 6, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV vs VUG

SQLV

Royce Quant Small-Cap Quality Value

$14,141

VUG

Vanguard Morningstar Growth

$16,124

MeasureSQLVVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.04%0.42%

5 years, per year+7.2%+10.0%

3 years, per year+16.2%+22.6%

Worst drop · 1Y−7.7%−15.1%

Volatility · 1Y16.5%19.0%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: JEPI, SQLV, VUG

Today

26.6%most shared, JEPI and VUG

JEPISQLVVUG

JEPI—0.0%26.6%

SQLV0.0%—0.0%

VUG26.6%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee