SQLT vs JEPI

ASQLT

BJEPI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · JEPI $14,453

Lowest cost0.04%VIG · $4 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%SQLT and JEPI

SQLT

JEPI

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,684+11.0%

[…]5 years · per year[…] · $14,453+7.6%

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

0.48%12-mo yield$48 · $792 on $10k7.92%

[…]Worst dropSmaller wins−6.7%

[…]VolatilityLower wins9.0%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · JEPI

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 Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.0%	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 Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.0%	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

SQLT vs JEPI

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

JEPI

JPMorgan Equity Premium Income

$14,453

MeasureSQLTJEPI

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield0.48%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

1–1measures won
level

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: SQLT, JEPI, IJH, VIG

Today

39.2%most shared, SQLT and IJH

SQLTJEPIIJHVIG

SQLT—0.0%39.2%2.2%

JEPI0.0%—0.5%30.7%

IJH39.2%0.5%—2.9%

VIG2.2%30.7%2.9%—

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

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

VIG$146 − $4 = $142

IJH$121 − $5 = $116

SQLT$48 − $20 = $28

KeptFee

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