JEPQ vs SQLV

AJEPQ

BSQLV

Measures won4–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SQLV $14,355

Lowest cost0.03%VUG · $3 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 · $42.6BRoyce Quant Small-Cap Quality Value ETF · $39M

+20.3%3 years · per year$17,406 · $15,951+16.8%

[…]5 years · per year[…] · $14,355+7.5%

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

12.17%12-mo yield$1,217 · $103 on $10k1.03%

−8.8%Worst dropSmaller wins−7.7%

15.5%VolatilityLower wins16.5%

4–1JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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%	$39M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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%	$39M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

JEPQ vs SQLV

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SQLV

Royce Quant Small-Cap Quality Value

$14,355

MeasureJEPQSQLV

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield12.17%1.03%

5 years, per year[…]+7.5%

3 years, per year+20.3%+16.8%

Worst drop · 1Y−8.8%−7.7%

Volatility · 1Y15.5%16.5%

4–1measures won
JEPQ first

0.0%

holdings shared

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

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: JEPQ, SQLV, VUG

Today

51.9%most shared, JEPQ and VUG

JEPQSQLVVUG

JEPQ—0.0%51.9%

SQLV0.0%—0.0%

VUG51.9%0.0%—

End-of-day Nov 5, 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$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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