SQLV vs JEPI

ASQLV

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,453JEPI · SQLV $14,089

Lowest cost0.03%VO · $3 on $10k

Most income7.92%JEPI · $792 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 · $45.2B

+16.2%3 years · per year$15,678 · $13,684+11.0%

+7.1%5 years · per year$14,089 · $14,453+7.6%

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

1.02%12-mo yield$102 · $792 on $10k7.92%

−7.7%Worst dropSmaller wins−6.7%

16.6%VolatilityLower wins9.0%

1–5JEPI 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 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	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
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$39M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+3.3%	+19.3%	+23.1%	+17.5%	+5.9%	−9.7%	$103.8B

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	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
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$39M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+3.3%	+19.3%	+23.1%	+17.5%	+5.9%	−9.7%	$103.8B

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

SQLV vs JEPI

SQLV

Royce Quant Small-Cap Quality Value

$14,089

JEPI

JPMorgan Equity Premium Income

$14,453

MeasureSQLVJEPI

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield1.02%7.92%

5 years, per year+7.1%+7.6%

3 years, per year+16.2%+11.0%

Worst drop · 1Y−7.7%−6.7%

Volatility · 1Y16.6%9.0%

5–1measures won
JEPI first

0.0%

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

+33.1%

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

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: SQLV, JEPI, IJR, VO

Today

15.2%most shared, SQLV and IJR

SQLVJEPIIJRVO

SQLV—0.0%15.2%0.0%

JEPI0.0%—0.0%11.0%

IJR15.2%0.0%—0.0%

VO0.0%11.0%0.0%—

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

VO$135 − $3 = $132

IJR$120 − $6 = $114

SQLV$102 − $60 = $42

KeptFee

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