Compare · 3 funds side by side · dividends reinvested

ISCG, JEPI and VTV

ISCGiShares×JEPIJ.P. Morgan×VTVVanguard×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

ISCG, JEPI and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B2.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.8%+11.9%+18.4%+3.3%−11.4%18.8%$959M2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: ISCG 2004 · JEPI 2020 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small-Cap Growth ETF · $959M$11,782

ISCG

VTV

Vanguard Morningstar Value ETF · $184B$17,885

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

ISCG

More Ways to See the Pairs

ISCG vs VTV: Top 5 Holdings

Today

ISCG

3.7%in top 5

VTV

in top 515.8%

ISCGStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Cost, Income and Risk

Fees: ISCG, JEPI, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

ISCG0.06%$6

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: ISCG, JEPI, VTV

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

VTV

+10.8%Year to dateJan 1 → Nov 12+21.7%

+11.9%1 yearTotal return+24.0%

+18.4%3 years · per year$10,000 became $16,599 · $17,795+21.2%

+3.3%5 years · per year$10,000 became $11,782 · $17,885+12.3%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

0.65%Trailing 12-mo yield$65 · $182 a year on $10k1.82%

−11.4%Worst dropSmaller is better−6.4%

18.8%VolatilityLower is calmer10.8%

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

0–8VTV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%GHnot top 5

0.6%Unot top 5

0.6%NBIXnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

ISCG vs VTV Returns, Every Period

5Y

iSharesISCG

+3.3%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

ISCGVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs JEPI

YTD

iSharesISCG

+10.8%

JEPIJ.P. Morgan

+8.3%

+10.8%Year to date+8.3%

−11.4%Worst drop · 1Y−6.7%

18.8%Volatility · 1Y9.0%

0.7%Yield7.9%

$959MAssets$47.3B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

VTV1.82%$182

ISCG0.65%$65

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

VTV$182 − $3 = $179

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ISCG, JEPI, VTV

Today

27.7%most shared, JEPI and VTV

ISCGJEPIVTV

ISCG—0.0%0.0%

JEPI0.0%—27.7%

VTV0.0%27.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

JEPIWorst drop−6.7%9.0% vol

VTVWorst drop−6.4%10.8% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVTV

+8.3%Year to date+21.7%

7.9%Yield1.8%

+10.1%Past year+24.0%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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ISCG, JEPI and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three