Compare · 3 funds side by side · dividends reinvested

IJS, JEPI and VUG

IJSiShares×JEPIJ.P. Morgan×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

IJS, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+15.7%+19.1%+17.6%+6.4%−9.3%16.2%$7.5B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IJS 2000 · JEPI 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,645

IJS

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IJSMeasureJEPI

+15.7%Year to dateJan 1 → Nov 6+5.3%

+19.1%1 yearTotal return+8.2%

+17.6%3 years · per year$10,000 became $16,272 · $13,562+10.7%

+6.4%5 years · per year$10,000 became $13,645 · $14,118+7.1%

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

1.42%Trailing 12-mo yield$142 · $809 a year on $10k8.09%

−9.3%Worst dropSmaller is better−6.7%

16.2%VolatilityLower is calmer8.8%

IJSJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJS vs JEPI: Top 5 Holdings

Today

IJS

4.8%in top 5

JEPI

in top 59.9%

IJSStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%EPAMnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IJS vs JEPI Returns, Every Period

iSharesIJS

+6.4%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

IJSJEPIFaded: behind in that period

3–1IJS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IJS vs JEPI

YTD

iSharesIJS

+15.7%

JEPIJ.P. Morgan

+5.3%

+15.7%Year to date+5.3%

−9.3%Worst drop · 1Y−6.7%

16.2%Volatility · 1Y8.8%

1.4%Yield8.1%

$7.5BAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJS, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJS0.18%$18

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJS, JEPI, VUG

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IJS1.42%$142

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IJS$142 − $18 = $124

VUG$42 − $3 = $39

KeptFee

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

Overlap: IJS, JEPI, VUG

Today

26.6%most shared, JEPI and VUG

IJSJEPIVUG

IJS—0.0%0.0%

JEPI0.0%—26.6%

VUG0.0%26.6%—

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

Return vs Bumpiness: 3 ETFs

+19.1%IJS, at 16.2% volatility

JEPIWorst drop−6.7%8.8% vol

IJSWorst drop−9.3%16.2% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIJS

+5.3%Year to date+15.7%

8.1%Yield1.4%

+8.2%Past year+19.1%

0.35%Fee0.18%

3–1IJS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

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