Compare · 3 funds side by side · dividends reinvested

IJS, JEPQ and VUG

IJSiShares×JEPQJ.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, JEPQ 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%$7.5B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.1

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 · JEPQ 2022 · 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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

IJSMeasureJEPQ

+15.7%Year to dateJan 1 → Nov 6+3.2%

+19.1%1 yearTotal return+4.5%

+17.6%3 years · per year$10,000 became $16,272 · $16,202+17.4%

+6.4%5 years · per year$10,000 became $13,645 · […][…]

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

1.42%Trailing 12-mo yield$142 · $1,279 a year on $10k12.79%

−9.3%Worst dropSmaller is better−11.5%

16.2%VolatilityLower is calmer16.7%

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

6–1IJS wins

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 JEPQ: Top 5 Holdings

Today

IJS

4.8%in top 5

JEPQ

in top 528.9%

IJSStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

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 JEPQ Returns, Every Period

iSharesIJS

+19.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

IJSJEPQFaded: behind in that period

3–0IJS wins

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

Stocks vs Income: IJS vs JEPQ

YTD

iSharesIJS

+15.7%

JEPQJ.P. Morgan

+3.2%

+15.7%Year to date+3.2%

−9.3%Worst drop · 1Y−11.5%

16.2%Volatility · 1Y16.7%

1.4%Yield12.8%

$7.5BAssets$42.6B

3–1IJS wins

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

Cost, Income and Risk

Fees: IJS, JEPQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJS0.18%$18

JEPQ0.35%$35

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

Yields: IJS, JEPQ, VUG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IJS1.42%$142

VUG0.42%$42

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IJS$142 − $18 = $124

VUG$42 − $3 = $39

KeptFee

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

Overlap: IJS, JEPQ, VUG

Today

51.9%most shared, JEPQ and VUG

IJSJEPQVUG

IJS—0.0%0.0%

JEPQ0.0%—51.9%

VUG0.0%51.9%—

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

IJSWorst drop−9.3%16.2% vol

JEPQWorst drop−11.5%16.7% 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

JEPQIJS

+3.2%Year to date+15.7%

12.8%Yield1.4%

+4.5%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