Compare · 4 funds side by side · dividends reinvested

ISCG, JEPI, VUG and IWF

ISCGiShares×JEPIJ.P. Morgan×VUGVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

ISCG, JEPI, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.2%+19.1%+3.7%−11.4%18.8%$973M2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: ISCG 2004 · JEPI 2020 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small-Cap Growth ETF · $973M$11,972

ISCG

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ISCG vs VUG: Top 5 Holdings

Today

ISCG

3.7%in top 5

VUG

in top 545.2%

ISCGStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: ISCG, JEPI, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

IWF0.18%$18

JEPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

ISCGMeasureVUG

+12.3%Year to dateJan 1 → Nov 11+5.1%

+13.2%1 yearTotal return+3.6%

+19.1%3 years · per year$10,000 became $16,884 · $18,430+22.6%

+3.7%5 years · per year$10,000 became $11,972 · $16,557+10.6%

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

0.65%Trailing 12-mo yield$65 · $41 a year on $10k0.41%

−11.4%Worst dropSmaller is better−15.1%

18.8%VolatilityLower is calmer19.1%

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

5–3ISCG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

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 common0.2%

End-of-day Nov 11, 2026 · share of each fund

ISCG vs VUG Returns, Every Period

5Y

iSharesISCG

+3.7%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

ISCGVUGFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs JEPI

YTD

iSharesISCG

+12.3%

JEPIJ.P. Morgan

+8.6%

+12.3%Year to date+8.6%

−11.4%Worst drop · 1Y−6.7%

18.8%Volatility · 1Y9.0%

0.6%Yield7.8%

$973MAssets$46.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: ISCG, JEPI, VUG, IWF

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

ISCG0.65%$65

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: ISCG, JEPI, VUG, IWF

Today

78.0%most shared, VUG and IWF

ISCGJEPIVUGIWF

ISCG—0.0%0.2%1.8%

JEPI0.0%—27.8%27.4%

VUG0.2%27.8%—78.0%

IWF1.8%27.4%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+13.2%ISCG, at 18.8% volatility

JEPIWorst drop−6.7%9.0% vol

ISCGWorst drop−11.4%18.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIISCG

+8.6%Year to date+12.3%

7.8%Yield0.6%

+11.2%Past year+13.2%

0.35%Fee0.06%

3–1ISCG wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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ISCG, JEPI, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four