Compare · 4 funds side by side · dividends reinvested

ISCG, JEPQ, IWF and SCHD

ISCGiShares×JEPQJ.P. Morgan×IWFiShares×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

ISCG, JEPQ, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.66%+10.5%+11.7%+18.6%+3.2%−11.4%18.8%$957M2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B3.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: ISCG 2004 · JEPQ 2022 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

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SCHD vs ISCG: Top 5 Holdings

Today

SCHD

21.8%in top 5

ISCG

in top 53.7%

SCHDStockISCG

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: ISCG, JEPQ, IWF, SCHD

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

SCHD0.06%$6

IWF0.18%$18

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

ISCG

iShares Morningstar Small-Cap Growth ETF · $957M$11,695

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

SCHDMeasureISCG

+34.9%Year to dateJan 1 → Nov 13+10.5%

+37.5%1 yearTotal return+11.7%

+20.2%3 years · per year$10,000 became $17,374 · $16,699+18.6%

+10.4%5 years · per year$10,000 became $16,418 · $11,695+3.2%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

2.92%Trailing 12-mo yield$292 · $66 a year on $10k0.66%

−6.9%Worst dropSmaller is better−11.4%

11.7%VolatilityLower is calmer18.8%

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

7–0SCHD wins

End-of-day Nov 13, 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 common0.9%

End-of-day Nov 13, 2026 · share of each fund

SCHD vs ISCG Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

ISCGiShares

+3.2%

5 years, per year

SCHDISCGFaded: behind in that period

4–0SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+34.9%

JEPQJ.P. Morgan

+6.7%

+34.9%Year to date+6.7%

−6.9%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y17.0%

2.9%Yield12.4%

$124BAssets$42.5B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: ISCG, JEPQ, IWF, SCHD

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

ISCG0.66%$66

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SCHD$292 − $6 = $286

ISCG$66 − $6 = $60

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ISCG, JEPQ, IWF, SCHD

Today

50.0%most shared, JEPQ and IWF

ISCGJEPQIWFSCHD

ISCG—0.1%1.8%0.9%

JEPQ0.1%—50.0%3.8%

IWF1.8%50.0%—3.6%

SCHD0.9%3.8%3.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%17.0% vol

ISCGWorst drop−11.4%18.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.7%Year to date+34.9%

12.4%Yield2.9%

+7.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

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ISCG, JEPQ, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four