Compare · 2 funds side by side · dividends reinvested

ISCV and JEPI

ISCViShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,401ISCV · best of the two

02 / 04

ISCV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.86%+19.1%+24.1%+21.1%+9.0%−9.3%14.4%$693M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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: ISCV 2004 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small Cap Value ETF · $693M$15,401

ISCV

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

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

ISCVMeasureJEPI

+19.1%Year to dateJan 1 → Nov 4+8.8%

+24.1%1 yearTotal return+11.9%

+21.1%3 years · per year$10,000 became $17,752 · $14,269+12.6%

+9.0%5 years · per year$10,000 became $15,401 · $14,635+7.9%

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

1.86%Trailing 12-mo yield$186 · $783 a year on $10k7.83%

−9.3%Worst dropSmaller is better−6.7%

14.4%VolatilityLower is calmer8.1%

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

5–3ISCV wins

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

More Ways to See the Pairs

ISCV vs JEPI: Top 5 Holdings

Today

ISCV

2.9%in top 5

JEPI

in top 59.5%

ISCVStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.6%SWKSnot top 5

0.6%BBYnot top 5

0.6%HSTnot top 5

0.6%JLLnot top 5

0.5%RGAnot top 5

Held in common0.0%

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

ISCV vs JEPI Returns, Every Period

iSharesISCV

+9.0%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

ISCVJEPIFaded: behind in that period

4–0ISCV wins

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

Stocks vs Income: ISCV vs JEPI

YTD

iSharesISCV

+19.1%

JEPIJ.P. Morgan

+8.8%

+19.1%Year to date+8.8%

−9.3%Worst drop · 1Y−6.7%

14.4%Volatility · 1Y8.1%

1.9%Yield7.8%

$693MAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCV, JEPI

Today

0.06%lowest, ISCV

FundExpense ratioFee$10k

ISCV0.06%$6

JEPI0.35%$35

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

Yields: ISCV, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

ISCV1.86%$186

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

ISCV$186 − $6 = $180

KeptFee

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

Overlap: ISCV, JEPI

Today

0.0%most shared, ISCV and JEPI

ISCVJEPI

ISCV—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.1%ISCV, at 14.4% volatility

JEPIWorst drop−6.7%8.1% vol

ISCVWorst drop−9.3%14.4% vol

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

Paid More vs Made More

YTD

JEPIISCV

+8.8%Year to date+19.1%

7.8%Yield1.9%

+11.9%Past year+24.1%

0.35%Fee0.06%

3–1ISCV 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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026