SQLT vs JEPQ

ASQLT

BJEPQ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%SQLT and JEPQ

SQLT

JEPQ

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,202+17.4%

[…]5 years · per year[…]

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

0.49%12-mo yield$49 · $1,279 on $10k12.79%

[…]Worst dropSmaller wins−11.5%

[…]VolatilityLower wins16.7%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

SQLT vs JEPQ

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSQLTJEPQ

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield0.49%12.79%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]16.7%

1–1measures won
level

0.0%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

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

Overlap: SQLT, JEPQ, IJH, IWF

Today

49.9%most shared, JEPQ and IWF

SQLTJEPQIJHIWF

SQLT—0.0%39.2%0.6%

JEPQ0.0%—0.1%49.9%

IJH39.2%0.1%—1.9%

IWF0.6%49.9%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IJH$125 − $5 = $120

SQLT$49 − $20 = $29

IWF$39 − $18 = $21

KeptFee

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