Compare · 4 funds side by side · dividends reinvested

ISCG, JEPI, VUG and SCHD

ISCGiShares×JEPIJ.P. Morgan×VUGVanguard×SCHDSchwab×

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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 SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.5

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%$962M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.9

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

VUG

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VUG vs ISCG: Top 5 Holdings

Today

VUG

45.2%in top 5

ISCG

in top 53.7%

VUGStockISCG

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Cost, Income and Risk

Fees: ISCG, JEPI, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

SCHD0.06%$6

JEPI0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

ISCG

iShares Morningstar Small-Cap Growth ETF · $962M$11,972

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

VUGMeasureISCG

+5.1%Year to dateJan 1 → Nov 11+12.3%

+3.6%1 yearTotal return+13.2%

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

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

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

0.41%Trailing 12-mo yield$41 · $65 a year on $10k0.65%

−15.1%Worst dropSmaller is better−11.4%

19.1%VolatilityLower is calmer18.8%

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

3–5ISCG wins

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

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5GH0.7%

not top 5U0.6%

not top 5NBIX0.6%

Held in common0.2%

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

VUG vs ISCG Returns, Every Period

5Y

VanguardVUG

+10.6%

5 years, per year

ISCGiShares

+3.7%

5 years, per year

VUGISCGFaded: behind in that period

2–2Level

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

Stocks vs Income: VUG vs JEPI

YTD

VanguardVUG

+5.1%

JEPIJ.P. Morgan

+8.6%

+5.1%Year to date+8.6%

−15.1%Worst drop · 1Y−6.7%

19.1%Volatility · 1Y9.0%

0.4%Yield7.8%

$233BAssets$46.6B

4–0JEPI wins

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

Yields: ISCG, JEPI, VUG, SCHD

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SCHD2.93%$293

ISCG0.65%$65

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

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

Overlap: ISCG, JEPI, VUG, SCHD

Today

27.8%most shared, JEPI and VUG

ISCGJEPIVUGSCHD

ISCG—0.0%0.2%0.9%

JEPI0.0%—27.8%8.5%

VUG0.2%27.8%—0.8%

SCHD0.9%8.5%0.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+39.3%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

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

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

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ISCG, JEPI, VUG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four