Compare · 3 funds side by side · dividends reinvested

JEPI, ISCG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

JEPI, ISCG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+11.8%+14.9%+19.6%+3.9%−11.4%18.8%$967M1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPI 2020 · ISCG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,448

JEPI

ISCG

iShares Morningstar Small-Cap Growth ETF · $967M$12,106

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

JEPIMeasureISCG

+7.5%Year to dateJan 1 → Nov 9+11.8%

+10.9%1 yearTotal return+14.9%

+11.0%3 years · per year$10,000 became $13,679 · $17,100+19.6%

+7.6%5 years · per year$10,000 became $14,448 · $12,106+3.9%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

7.93%Trailing 12-mo yield$793 · $65 a year on $10k0.65%

−6.7%Worst dropSmaller is better−11.4%

9.0%VolatilityLower is calmer18.8%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs ISCG: Top 5 Holdings

Today

JEPI

9.9%in top 5

ISCG

in top 53.8%

JEPIStockISCG

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

JEPI vs ISCG Returns, Every Period

J.P. MorganJEPI

+7.6%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

JEPIISCGFaded: behind in that period

1–3ISCG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs ISCG

YTD

J.P. MorganJEPI

+7.5%

ISCGiShares

+11.8%

+7.5%Year to date+11.8%

−6.7%Worst drop · 1Y−11.4%

9.0%Volatility · 1Y18.8%

7.9%Yield0.6%

$45.2BAssets$967M

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, ISCG, IWF

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

IWF0.18%$18

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPI, ISCG, IWF

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

ISCG0.65%$65

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPI, ISCG, IWF

Today

26.9%most shared, JEPI and IWF

JEPIISCGIWF

JEPI—0.0%26.9%

ISCG0.0%—1.8%

IWF26.9%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.9%ISCG, at 18.8% volatility

JEPIWorst drop−6.7%9.0% vol

ISCGWorst drop−11.4%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIISCG

+7.5%Year to date+11.8%

7.9%Yield0.6%

+10.9%Past year+14.9%

0.35%Fee0.06%

3–1ISCG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026