SQLV vs JEPQ

ASQLV

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SQLV $14,141

Lowest cost0.03%VTV · $3 on $10k

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

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%SQLV and JEPQ

SQLV

JEPQ

Royce Quant Small-Cap Quality Value ETF · $39MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+16.2%3 years · per year$15,694 · $16,202+17.4%

+7.2%5 years · per year$14,141 · […][…]

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

1.04%12-mo yield$104 · $1,279 on $10k12.79%

−7.7%Worst dropSmaller wins−11.5%

16.5%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsAll four, 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 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BJEPQ	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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BJEPQ	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 JEPQ

SQLV

Royce Quant Small-Cap Quality Value

$14,141

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSQLVJEPQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield1.04%12.79%

5 years, per year+7.2%[…]

3 years, per year+16.2%+17.4%

Worst drop · 1Y−7.7%−11.5%

Volatility · 1Y16.5%16.7%

3–2measures won
JEPQ first

0.0%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: SQLV, JEPQ, VTV, VO

Today

28.5%most shared, VTV and VO

SQLVJEPQVTVVO

SQLV—0.0%0.0%0.0%

JEPQ0.0%—16.9%4.4%

VTV0.0%16.9%—28.5%

VO0.0%4.4%28.5%—

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

VTV$187 − $3 = $184

VO$139 − $3 = $136

SQLV$104 − $60 = $44

KeptFee

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