Compare · 3 funds side by side · dividends reinvested

ISCG, JEPQ and VUG

ISCGiShares×JEPQJ.P. Morgan×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

ISCG, JEPQ and VUG, 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%$974M1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: ISCG 2004 · JEPQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $974M$11,876

ISCG

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

ISCGMeasureJEPQ

+12.3%Year to dateJan 1 → Nov 5+8.5%

+13.0%1 yearTotal return+9.3%

+21.2%3 years · per year$10,000 became $17,783 · $17,406+20.3%

+5.0%5 years · per year$10,000 became $12,768 · […][…]

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

0.65%Trailing 12-mo yield$65 · $1,217 a year on $10k12.17%

−11.4%Worst dropSmaller is better−8.8%

18.0%VolatilityLower is calmer15.5%

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

4–3ISCG wins

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

More Ways to See the Pairs

ISCG vs JEPQ: Top 5 Holdings

Today

ISCG

4.1%in top 5

JEPQ

in top 528.3%

ISCGStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

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 common0.1%

End-of-day Nov 5, 2026 · share of each fund

ISCG vs JEPQ Returns, Every Period

iSharesISCG

+13.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

ISCGJEPQFaded: behind in that period

3–0ISCG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs JEPQ

YTD

iSharesISCG

+12.3%

JEPQJ.P. Morgan

+8.5%

+12.3%Year to date+8.5%

−11.4%Worst drop · 1Y−8.8%

18.0%Volatility · 1Y15.5%

0.6%Yield12.2%

$974MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, JEPQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ISCG, JEPQ, VUG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

ISCG0.65%$65

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

ISCG$65 − $6 = $59

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ISCG, JEPQ, VUG

Today

51.9%most shared, JEPQ and VUG

ISCGJEPQVUG

ISCG—0.1%0.2%

JEPQ0.1%—51.9%

VUG0.2%51.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%ISCG, at 18.0% volatility

JEPQWorst drop−8.8%15.5% vol

ISCGWorst drop−11.4%18.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQISCG

+8.5%Year to date+12.3%

12.2%Yield0.6%

+9.3%Past year+13.0%

0.35%Fee0.06%

3–1ISCG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 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 5, 2026