SQLT vs IJH

ASQLT

BIJH

Measures won0–2IJH wins · of 6 · 5Y

$10,000 · 5Y$14,049IJH

Lowest cost0.05%IJH · $5 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common39.1%SQLT and IJH

SQLT

IJH

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Core S&P Mid-Cap ETF · $121B

[…]3 years · per year[…] · $15,960+16.9%

[…]5 years · per year[…] · $14,049+7.0%

0.20%Expense ratio$20 · $5 on $10k · lower wins0.05%

0.48%12-mo yield$48 · $121 on $10k1.21%

[…]Worst dropSmaller wins−8.8%

[…]VolatilityLower wins15.8%

0–2IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLT · IJH

0.8%THC0.7%

1.0%RGLD0.7%

0.8%WWD0.6%

0.7%ITT0.5%

Held in common39.1%

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 Three

5Y3 funds

#
1	BIJH	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
2	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIJH	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
2	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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 IJH

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IJH

iShares Core S&P Mid-Cap

$14,049

MeasureSQLTIJH

Fee0.20%0.05%

Cost on $10k a year$20$5

Yield0.48%1.21%

5 years, per year[…]+7.0%

3 years, per year[…]+16.9%

Worst drop · 1Y[…]−8.8%

Volatility · 1Y[…]15.8%

2–0measures won
IJH first

39.1%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SQLT, JEPQ, IJH

Today

39.1%most shared, SQLT and IJH

SQLTJEPQIJH

SQLT—0.0%39.1%

JEPQ0.0%—0.1%

IJH39.1%0.1%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

IJH$121 − $5 = $116

SQLT$48 − $20 = $28

KeptFee

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