SQLV vs JEPQ

ASQLV

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SQLV $15,155

Lowest cost0.04%VIG · $4 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common0.0%SQLV and JEPQ

SQLV

JEPQ

Royce Quant Small-Cap Quality Value ETF · $41MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+18.7%3 years · per year$16,710 · $17,406+20.3%

+8.7%5 years · per year$15,155 · […][…]

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

0.99%12-mo yield$99 · $1,217 on $10k12.17%

−7.7%Worst dropSmaller wins−8.8%

16.0%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV vs JEPQ

SQLV

Royce Quant Small-Cap Quality Value

$15,155

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSQLVJEPQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.99%12.17%

5 years, per year+8.7%[…]

3 years, per year+18.7%+20.3%

Worst drop · 1Y−7.7%−8.8%

Volatility · 1Y16.0%15.5%

4–1measures won
JEPQ first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

Overlap: SQLV, JEPQ, VIG

Today

26.3%most shared, JEPQ and VIG

SQLVJEPQVIG

SQLV—0.0%0.2%

JEPQ0.0%—26.3%

VIG0.2%26.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VIG$144 − $4 = $140

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee