JEPQ vs SQLV

AJEPQ

BSQLV

Measures won4–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,155SQLV

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.0%JEPQ and SQLV

JEPQ

SQLV

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BRoyce Quant Small-Cap Quality Value ETF · $40M

+20.3%3 years · per year$17,406 · $16,710+18.7%

[…]5 years · per year[…] · $15,155+8.7%

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

12.17%12-mo yield$1,217 · $99 on $10k0.99%

−8.8%Worst dropSmaller wins−7.7%

15.5%VolatilityLower wins16.0%

4–1JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · SQLV

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
1	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M
2	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

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
1	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M
2	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

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 SQLV

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureJEPQSQLV

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield12.17%0.99%

5 years, per year[…]+8.7%

3 years, per year+20.3%+18.7%

Worst drop · 1Y−8.8%−7.7%

Volatility · 1Y15.5%16.0%

4–1measures won
JEPQ first

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, SQLV

Today

0.0%most shared, JEPQ and SQLV

JEPQSQLV

JEPQ—0.0%

SQLV0.0%—

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

SQLV$99 − $60 = $39

KeptFee

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