Compare · 2 funds side by side · dividends reinvested

ISCG and JEPI

ISCGiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

ISCG and JEPI, 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%+13.0%+21.2%+5.0%−11.4%18.0%$974M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $974M$12,768

ISCG

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

ISCGMeasureJEPI

+12.3%Year to dateJan 1 → Nov 4+8.8%

+13.0%1 yearTotal return+11.9%

+21.2%3 years · per year$10,000 became $17,783 · $14,269+12.6%

+5.0%5 years · per year$10,000 became $12,768 · $14,635+7.9%

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

0.65%Trailing 12-mo yield$65 · $783 a year on $10k7.83%

−11.4%Worst dropSmaller is better−6.7%

18.0%VolatilityLower is calmer8.1%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs JEPI: Top 5 Holdings

Today

ISCG

4.1%in top 5

JEPI

in top 59.5%

ISCGStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

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 common0.0%

End-of-day Nov 4, 2026 · share of each fund

ISCG vs JEPI Returns, Every Period

iSharesISCG

+5.0%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

ISCGJEPIFaded: behind in that period

3–1ISCG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs JEPI

YTD

iSharesISCG

+12.3%

JEPIJ.P. Morgan

+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

Cost, Income and Risk

Fees: ISCG, JEPI

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ISCG, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

ISCG0.65%$65

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ISCG, JEPI

Today

0.0%most shared, ISCG and JEPI

ISCGJEPI

ISCG—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.0%ISCG, at 18.0% volatility

JEPIWorst drop−6.7%8.1% vol

ISCGWorst drop−11.4%18.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIISCG

+8.8%Year to date+12.3%

7.8%Yield0.6%

+11.9%Past year+13.0%

0.35%Fee0.06%

3–1ISCG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026