SQLV vs IJH

ASQLV

BIJH

Measures won2–4IJH wins · of 6 · 5Y

$10,000 · 5Y$14,089SQLV · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

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

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common2.7%SQLV and IJH

SQLV

IJH

Royce Quant Small-Cap Quality Value ETF · $39MiShares Core S&P Mid-Cap ETF · $121B

+16.2%3 years · per year$15,678 · $15,960+16.9%

+7.1%5 years · per year$14,089 · $14,049+7.0%

0.60%Expense ratio$60 · $5 on $10k · lower wins0.05%

1.02%12-mo yield$102 · $121 on $10k1.21%

−7.7%Worst dropSmaller wins−8.8%

16.6%VolatilityLower wins15.8%

2–4IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · IJH

0.3%WTFC0.3%

0.8%QLYS0.2%

0.9%HRB0.2%

0.3%ST0.2%

Held in common2.7%

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	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
2	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
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	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
2	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
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

SQLV vs IJH

SQLV

Royce Quant Small-Cap Quality Value

$14,089

IJH

iShares Core S&P Mid-Cap

$14,049

MeasureSQLVIJH

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield1.02%1.21%

5 years, per year+7.1%+7.0%

3 years, per year+16.2%+16.9%

Worst drop · 1Y−7.7%−8.8%

Volatility · 1Y16.6%15.8%

4–2measures won
IJH first

2.7%

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: SQLV, JEPQ, IJH

Today

2.7%most shared, SQLV and IJH

SQLVJEPQIJH

SQLV—0.0%2.7%

JEPQ0.0%—0.1%

IJH2.7%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

SQLV$102 − $60 = $42

KeptFee

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