Compare · 4 funds side by side · dividends reinvested

ISCG, JEPI, IWF and SCHD

ISCGiShares×JEPIJ.P. Morgan×IWFiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

ISCG, JEPI, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.5

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+11.8%+14.9%+19.6%+3.9%−11.4%18.8%$934M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ISCG 2004 · JEPI 2020 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $934M$12,106

ISCG

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

ISCGMeasureIWF

+11.8%Year to dateJan 1 → Nov 9−2.5%

+14.9%1 yearTotal return−2.2%

+19.6%3 years · per year$10,000 became $17,100 · $17,207+19.8%

+3.9%5 years · per year$10,000 became $12,106 · $15,892+9.7%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

0.65%Trailing 12-mo yield$65 · $38 a year on $10k0.38%

−11.4%Worst dropSmaller is better−14.6%

18.8%VolatilityLower is calmer19.5%

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

6–2ISCG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs IWF: Top 5 Holdings

Today

ISCG

3.8%in top 5

IWF

in top 539.7%

ISCGStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common1.8%

End-of-day Nov 9, 2026 · share of each fund

ISCG vs IWF Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

IWFiShares

+9.7%

5 years, per year

ISCGIWFFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs JEPI

YTD

iSharesISCG

+11.8%

JEPIJ.P. Morgan

+7.5%

+11.8%Year to date+7.5%

−11.4%Worst drop · 1Y−6.7%

18.8%Volatility · 1Y9.0%

0.6%Yield7.9%

$934MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, JEPI, IWF, SCHD

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

SCHD0.06%$6

IWF0.18%$18

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ISCG, JEPI, IWF, SCHD

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SCHD2.96%$296

ISCG0.65%$65

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ISCG, JEPI, IWF, SCHD

Today

26.9%most shared, JEPI and IWF

ISCGJEPIIWFSCHD

ISCG—0.0%1.8%1.0%

JEPI0.0%—26.9%8.4%

IWF1.8%26.9%—3.6%

SCHD1.0%8.4%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

ISCGWorst drop−11.4%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.5%Year to date+33.2%

7.9%Yield3.0%

+10.9%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026