JEPQ vs SQLT

AJEPQ

BSQLT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,892IWF

Lowest cost0.18%IWF · $18 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.0%JEPQ and SQLT

JEPQ

SQLT

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+18.2%3 years · per year$16,495 · […][…]

[…]5 years · per year[…]

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

12.39%12-mo yield$1,239 · $48 on $10k0.48%

−11.5%Worst dropSmaller wins[…]

16.9%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · SQLT

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

Held in common0.0%

End-of-day Nov 9, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 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

Yield12.39%0.48%

5 years, per year[…][…]

3 years, per year+18.2%[…]

Worst drop · 1Y−11.5%[…]

Volatility · 1Y16.9%[…]

1–1measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: JEPQ, SQLT, IWF

Today

50.0%most shared, JEPQ and IWF

JEPQSQLTIWF

JEPQ—0.0%50.0%

SQLT0.0%—0.6%

IWF50.0%0.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee