SQLV vs IJR

ASQLV

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$14,141SQLV · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

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

Held in common15.2%SQLV and IJR

SQLV

IJR

Royce Quant Small-Cap Quality Value ETF · $39MiShares Core S&P Small-Cap ETF · $104B

+16.2%3 years · per year$15,694 · $16,147+17.3%

+7.2%5 years · per year$14,141 · $13,170+5.7%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

1.04%12-mo yield$104 · $124 on $10k1.24%

−7.7%Worst dropSmaller wins−9.7%

16.5%VolatilityLower wins16.2%

2–4IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · IJR

0.6%SM0.4%

0.5%LGND0.3%

0.3%CON0.3%

0.7%VSNT0.3%

Held in common15.2%

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 Three

5Y3 funds

#
1	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
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 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%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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 IJR

SQLV

Royce Quant Small-Cap Quality Value

$14,141

IJR

iShares Core S&P Small-Cap

$13,170

MeasureSQLVIJR

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.04%1.24%

5 years, per year+7.2%+5.7%

3 years, per year+16.2%+17.3%

Worst drop · 1Y−7.7%−9.7%

Volatility · 1Y16.5%16.2%

4–2measures won
IJR first

15.2%

holdings shared

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

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

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

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, JEPQ, IJR

Today

15.2%most shared, SQLV and IJR

SQLVJEPQIJR

SQLV—0.0%15.2%

JEPQ0.0%—0.0%

IJR15.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IJR$124 − $6 = $118

SQLV$104 − $60 = $44

KeptFee

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