Compare · 3 funds side by side · dividends reinvested

IUSG, JEPQ and JEPI

IUSGiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,466IUSG · best of the three

02 / 04

IUSG, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.50%+9.8%+8.8%+27.2%+11.8%−13.0%18.2%$32.6B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: IUSG 2000 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Growth ETF · $32.6B$17,466

IUSG

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 48.4% in common

IUSGMeasureJEPQ

+9.8%Year to dateJan 1 → Nov 3+7.5%

+8.8%1 yearTotal return+8.6%

+27.2%3 years · per year$10,000 became $20,570 · $17,450+20.4%

+11.8%5 years · per year$10,000 became $17,466 · […][…]

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

0.50%Trailing 12-mo yield$50 · $1,228 a year on $10k12.28%

−13.0%Worst dropSmaller is better−8.8%

18.2%VolatilityLower is calmer15.5%

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

4–3IUSG wins

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

More Ways to See the Pairs

IUSG vs JEPQ: Top 5 Holdings

Today

IUSG

39.7%in top 5

JEPQ

in top 527.5%

IUSGStockJEPQ

13.5%NVDA6.9%

10.6%MSFT5.5%

6.9%AAPL6.9%

4.5%GOOGLnot top 5

4.2%AVGOnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

Held in common48.4%

End-of-day Nov 3, 2026 · share of each fund

IUSG vs JEPQ Returns, Every Period

iSharesIUSG

+8.8%

past year

JEPQJ.P. Morgan

+8.6%

past year

IUSGJEPQFaded: behind in that period

3–0IUSG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IUSG vs JEPQ

YTD

iSharesIUSG

+9.8%

JEPQJ.P. Morgan

+7.5%

+9.8%Year to date+7.5%

−13.0%Worst drop · 1Y−8.8%

18.2%Volatility · 1Y15.5%

0.5%Yield12.3%

$32.6BAssets$41.8B

3–1JEPQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSG, JEPQ, JEPI

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IUSG, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IUSG0.50%$50

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

IUSG$50 − $4 = $46

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IUSG, JEPQ, JEPI

Today

48.4%most shared, IUSG and JEPQ

IUSGJEPQJEPI

IUSG—48.4%28.1%

JEPQ48.4%—26.6%

JEPI28.1%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

IUSGWorst drop−13.0%18.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIUSG

+7.5%Year to date+9.8%

12.3%Yield0.5%

+8.6%Past year+8.8%

0.35%Fee0.04%

3–1IUSG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026