Today
VOO+1.6%IVV+1.6%SPY+1.7%VTI+1.5%QQQ+1.0%VUG+1.5%VEA+2.1%IEFA+2.5%VTV+1.5%SPYM+1.7%VXUS+2.0%BND+0.4%VGT+0.2%IEMG+0.9%AGG+0.5%GLD+3.7%IJH+0.6%VWO+1.7%SCHD+1.9%IWF+0.4%XLK+0.0%SGOV+0.0%VIG+2.1%IJR+1.3%QQQM+1.0%VO+0.9%RSP+1.9%ITOT+1.5%DFAC+1.5%IWD+2.6%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

ISCG, JEPI and SCHD

ISCGiShares×JEPIJ.P. Morgan×SCHDSchwab×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5kLow $9,058 · 2022SCHD$16,881JEPI$14,635ISCG$12,768Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three
02 / 04

ISCG, JEPI and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.1
iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.0%+21.2%+5.0%−11.4%18.0%$974M2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: ISCG 2004 · JEPI 2020 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
iShares Morningstar Small-Cap Growth ETF · $974M$12,768
ISCG
SCHD
Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

ISCGMeasureSCHD
+12.3%Year to dateJan 1 → Nov 4+35.3%
+13.0%1 yearTotal return+41.6%
+21.2%3 years · per year$10,000 became $17,783 · $17,908+21.4%
+5.0%5 years · per year$10,000 became $12,768 · $16,881+11.0%
0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%
0.65%Trailing 12-mo yield$65 · $291 a year on $10k2.91%
−11.4%Worst dropSmaller is better−6.9%
18.0%VolatilityLower is calmer11.5%
ISCGSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
0–7SCHD wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

ISCG vs SCHD: Top 5 Holdings

Today
ISCG
4.1%in top 5
SCHD
in top 521.6%
ISCGStockSCHD
not top 5TXN4.8%
not top 5PG4.3%
not top 5KO4.2%
not top 5CVX4.2%
not top 5COP4.1%
1.1%OKTAnot top 5
1.0%TEAMnot top 5
0.7%GHnot top 5
0.7%ROKUnot top 5
0.6%RBRKnot top 5
Held in common0.9%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

ISCG vs SCHD Returns, Every Period

5Y
iSharesISCG
+5.0%
5 years, per year
SCHDSchwab
+11.0%
5 years, per year
0%+10%+20%+30%+40%+50%+12.3%+35.3%YTD+13.0%+41.6%1 year+21.2%+21.4%3 yrs · yr+5.0%+11.0%5 yrs · yr
ISCGSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: ISCG vs JEPI

YTD
iSharesISCG
+12.3%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+12.3%+8.8%
+12.3%Year to date+8.8%
−11.4%Worst drop · 1Y−6.7%
18.0%Volatility · 1Y8.1%
0.6%Yield7.8%
$974MAssets$46.1B
3–1JEPI wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: ISCG, JEPI, SCHD

Today
0.06%lowest, ISCG
FundExpense ratioFee$10k
ISCG0.06%$6
SCHD0.06%$6
JEPI0.35%$35
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: ISCG, JEPI, SCHD

1Y
7.83%highest, JEPI
FundTrailing yieldYield$10k
JEPI7.83%$783
SCHD2.91%$291
ISCG0.65%$65
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$748most kept, JEPI
JEPI$783 − $35 = $748
SCHD$291 − $6 = $285
ISCG$65 − $6 = $59
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: ISCG, JEPI, SCHD

Today
8.2%most shared, JEPI and SCHD
ISCGJEPISCHD
ISCG—0.0%0.9%
JEPI0.0%—8.2%
SCHD0.9%8.2%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+41.6%SCHD, at 11.5% volatility
0%+20%+40%+60%5%10%15%20%Volatility · 1 year → bumpierSCHD +41.6%ISCG +13.0%JEPI +11.9%
JEPIWorst drop−6.7%8.1% vol
SCHDWorst drop−6.9%11.5% vol
ISCGWorst drop−11.4%18.0% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JEPISCHD
Jan 1Nov 4+8.8%+35.3%
+8.8%Year to date+35.3%
7.8%Yield2.9%
+11.9%Past year+41.6%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$182BAssets$805B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com
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