SQLT vs JEPI

ASQLT

BJEPI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IWF $15,330

Lowest cost0.03%VTV · $3 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.4%VTV · 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 · $46.1B

[…]3 years · per year[…] · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

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

0.49%12-mo yield$49 · $809 on $10k8.09%

[…]Worst dropSmaller wins−6.7%

[…]VolatilityLower wins8.8%

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 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

SQLT vs JEPI

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureSQLTJEPI

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield0.49%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+11.0%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]8.8%

1–1measures won
level

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%

$42.1BAssets$46.1B

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$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

Overlap: SQLT, JEPI, VTV, IWF

Today

27.5%most shared, JEPI and VTV

SQLTJEPIVTVIWF

SQLT—0.0%0.0%0.6%

JEPI0.0%—27.5%26.9%

VTV0.0%27.5%—11.9%

IWF0.6%26.9%11.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VTV$186 − $3 = $183

SQLT$49 − $20 = $29

IWF$39 − $18 = $21

KeptFee

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