Compare · 4 funds side by side · dividends reinvested

ISCG, JEPQ, VUG and SCHD

ISCGiShares×JEPQJ.P. Morgan×VUGVanguard×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

ISCG, JEPQ, VUG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.9%+13.1%+18.1%+3.7%−11.4%18.8%$962M2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: ISCG 2004 · JEPQ 2022 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,394

VUG

More Ways to See the Pairs

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, JEPQ, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

SCHD0.06%$6

JEPQ0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

ISCG

iShares Morningstar Small-Cap Growth ETF · $962M$12,018

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

VUGMeasureISCG

+3.4%Year to dateJan 1 → Nov 10+10.9%

+4.2%1 yearTotal return+13.1%

+22.2%3 years · per year$10,000 became $18,230 · $16,491+18.1%

+10.4%5 years · per year$10,000 became $16,394 · $12,018+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 10, 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 10, 2026 · share of each fund

VUG vs ISCG Returns, Every Period

5Y

VanguardVUG

+10.4%

5 years, per year

ISCGiShares

+3.7%

5 years, per year

VUGISCGFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs JEPQ

YTD

VanguardVUG

+3.4%

JEPQJ.P. Morgan

+6.0%

+3.4%Year to date+6.0%

−15.1%Worst drop · 1Y−11.5%

19.1%Volatility · 1Y16.9%

0.4%Yield12.4%

$233BAssets$42.0B

4–0JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: ISCG, JEPQ, VUG, SCHD

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

ISCG0.65%$65

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ISCG, JEPQ, VUG, SCHD

Today

51.5%most shared, JEPQ and VUG

ISCGJEPQVUGSCHD

ISCG—0.1%0.2%0.9%

JEPQ0.1%—51.5%3.7%

VUG0.2%51.5%—0.8%

SCHD0.9%3.7%0.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

ISCGWorst drop−11.4%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

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ISCG, JEPQ, VUG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four