Compare · 2 funds side by side · dividends reinvested

IUSG and JEPI

IUSGiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,623IUSG · best of the two

02 / 04

IUSG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.49%+11.1%+9.5%+27.3%+12.0%−13.0%18.2%$32.6B1.5

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: IUSG 2000 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Growth ETF · $32.6B$17,623

IUSG

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 28.8% in common

IUSGMeasureJEPI

+11.1%Year to dateJan 1 → Nov 4+8.8%

+9.5%1 yearTotal return+11.9%

+27.3%3 years · per year$10,000 became $20,612 · $14,269+12.6%

+12.0%5 years · per year$10,000 became $17,623 · $14,635+7.9%

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

0.49%Trailing 12-mo yield$49 · $783 a year on $10k7.83%

−13.0%Worst dropSmaller is better−6.7%

18.2%VolatilityLower is calmer8.1%

IUSGJEPI 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

IUSG vs JEPI: Top 5 Holdings

Today

IUSG

39.6%in top 5

JEPI

in top 59.5%

IUSGStockJEPI

13.6%NVDAnot top 5

10.5%MSFT1.9%

6.6%AAPL1.9%

4.5%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common28.8%

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

IUSG vs JEPI Returns, Every Period

iSharesIUSG

+12.0%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IUSGJEPIFaded: behind in that period

3–1IUSG wins

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

Stocks vs Income: IUSG vs JEPI

YTD

iSharesIUSG

+11.1%

JEPIJ.P. Morgan

+8.8%

+11.1%Year to date+8.8%

−13.0%Worst drop · 1Y−6.7%

18.2%Volatility · 1Y8.1%

0.5%Yield7.8%

$32.6BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IUSG, JEPI

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

JEPI0.35%$35

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

Yields: IUSG, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IUSG0.49%$49

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IUSG$49 − $4 = $45

KeptFee

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

Overlap: IUSG, JEPI

Today

28.8%most shared, IUSG and JEPI

IUSGJEPI

IUSG—28.8%

JEPI28.8%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

IUSGWorst drop−13.0%18.2% vol

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

Paid More vs Made More

YTD

JEPIIUSG

+8.8%Year to date+11.1%

7.8%Yield0.5%

+11.9%Past year+9.5%

0.35%Fee0.04%

2–2level

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