QLV vs JEPI

AQLV

BJEPI

Measures won5–1QLV wins · of 6 · 5Y

$10,000 · 5Y$16,042QLV · JEPI $14,118

Lowest cost0.09%QLV · $9 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.2%QLV · worst fall in 1Y

Held in common33.2%QLV and JEPI

QLV

JEPI

Northern Trust US Quality Low Volatility ETF · $190MJPMorgan Equity Premium Income ETF · $45.2B

+17.9%3 years · per year$16,387 · $13,562+10.7%

+9.9%5 years · per year$16,042 · $14,118+7.1%

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

1.46%12-mo yield$146 · $809 on $10k8.09%

−6.2%Worst dropSmaller wins−6.7%

8.3%VolatilityLower wins8.8%

5–1QLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLV · JEPI

6.7%MSFT2.0%

6.2%AAPL2.0%

2.4%V1.9%

2.5%AMZN1.9%

Held in common33.2%

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

Both

5Y2 funds

#			Trend
1	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk		0.09%	1.46%	−0.3%	+13.4%	+15.2%	+17.9%	+9.9%	−6.2%	$190M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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

Both

5Y2 funds

#			Trend
1	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk		0.09%	1.46%	−0.3%	+13.4%	+15.2%	+17.9%	+9.9%	−6.2%	$190M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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

QLV vs JEPI

QLV

Northern Trust US Quality Low Volatility

$16,043

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureQLVJEPI

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.46%8.09%

5 years, per year+9.9%+7.1%

3 years, per year+17.9%+10.7%

Worst drop · 1Y−6.2%−6.7%

Volatility · 1Y8.3%8.8%

5–1measures won
QLV first

33.2%

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%

$40.7BAssets$45.2B

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QLV, JEPI

Today

33.2%most shared, QLV and JEPI

QLVJEPI

QLV—33.2%

JEPI33.2%—

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

QLV$146 − $9 = $137

KeptFee

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