SQLV vs VIG

ASQLV

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.2%SQLV and VIG

SQLV

VIG

Royce Quant Small-Cap Quality Value ETF · $39MVanguard Dividend Appreciation ETF · $109B

+16.8%3 years · per year$15,951 · $16,814+18.9%

+7.5%5 years · per year$14,355 · $16,331+10.3%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

1.03%12-mo yield$103 · $149 on $10k1.49%

−7.7%Worst dropSmaller wins−7.9%

16.5%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · VIG

0.3%WTFC0.0%

0.5%CBT0.0%

0.6%IBOC0.0%

0.2%BMI0.0%

Held in common0.2%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$39M
4	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$39M
4	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

SQLV vs VIG

SQLV

Royce Quant Small-Cap Quality Value

$14,355

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSQLVVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield1.03%1.49%

5 years, per year+7.5%+10.3%

3 years, per year+16.8%+18.9%

Worst drop · 1Y−7.7%−7.9%

Volatility · 1Y16.5%10.8%

5–1measures won
VIG first

0.2%

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SQLV, JEPI, VIG, SCHD

Today

30.9%most shared, JEPI and VIG

SQLVJEPIVIGSCHD

SQLV—0.0%0.2%0.5%

JEPI0.0%—30.9%8.1%

VIG0.2%30.9%—14.5%

SCHD0.5%8.1%14.5%—

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

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

SQLV$103 − $60 = $43

KeptFee

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