SQLV vs JEPI

ASQLV

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SQLV $14,141

Lowest cost0.05%IJH · $5 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%SQLV and JEPI

SQLV

JEPI

Royce Quant Small-Cap Quality Value ETF · $39MJPMorgan Equity Premium Income ETF · $46.8B

+16.2%3 years · per year$15,694 · $13,562+10.7%

+7.2%5 years · per year$14,141 · $14,118+7.1%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

1.04%12-mo yield$104 · $809 on $10k8.09%

−7.7%Worst dropSmaller wins−6.7%

16.5%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · JEPI

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

SQLV vs JEPI

SQLV

Royce Quant Small-Cap Quality Value

$14,141

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureSQLVJEPI

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield1.04%8.09%

5 years, per year+7.2%+7.1%

3 years, per year+16.2%+10.7%

Worst drop · 1Y−7.7%−6.7%

Volatility · 1Y16.5%8.8%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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%

$42.6BAssets$46.8B

1–1level

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SQLV, JEPI, IJH, SCHD

Today

8.2%most shared, JEPI and SCHD

SQLVJEPIIJHSCHD

SQLV—0.0%2.7%0.5%

JEPI0.0%—0.5%8.2%

IJH2.7%0.5%—3.5%

SCHD0.5%8.2%3.5%—

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

SCHD$300 − $6 = $294

IJH$126 − $5 = $121

SQLV$104 − $60 = $44

KeptFee

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