JEPQ vs SQLT

AJEPQ

BSQLT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.20%SQLT · $20 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.0%JEPQ and SQLT

JEPQ

SQLT

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+20.3%3 years · per year$17,406 · […][…]

[…]5 years · per year[…]

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

12.17%12-mo yield$1,217 · $48 on $10k0.48%

−8.8%Worst dropSmaller wins[…]

15.5%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsJEPQ · SQLT

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$41.8B
2	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$41.8B
2	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs SQLT

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureJEPQSQLT

Fee0.35%0.20%

Cost on $10k a year$35$20

Yield12.17%0.48%

5 years, per year[…][…]

3 years, per year+20.3%[…]

Worst drop · 1Y−8.8%[…]

Volatility · 1Y15.5%[…]

1–1measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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%

$41.8BAssets$46.0B

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JEPQ, SQLT

Today

0.0%most shared, JEPQ and SQLT

JEPQSQLT

JEPQ—0.0%

SQLT0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee