Compare · 3 funds side by side · dividends reinvested

JEPI, ISCG and VIG

JEPIJ.P. Morgan×ISCGiShares×VIGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,396 · 2022VIG$16,243JEPI$14,118ISCG$11,960Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three
02 / 04

JEPI, ISCG and VIG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.1
iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$934M2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · ISCG 2004 · VIG 2006
@TheETFTracker·theetftracker.com

Head to Head

5Y
JPMorgan Equity Premium Income ETF · $45.2B$14,118
JEPI
ISCG
iShares Morningstar Small-Cap Growth ETF · $934M$11,960

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

JEPIMeasureISCG
+5.3%Year to dateJan 1 → Nov 6+7.9%
+8.2%1 yearTotal return+9.1%
+10.7%3 years · per year$10,000 became $13,562 · $16,813+18.9%
+7.1%5 years · per year$10,000 became $14,118 · $11,960+3.6%
0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%
8.09%Trailing 12-mo yield$809 · $67 a year on $10k0.67%
−6.7%Worst dropSmaller is better−11.4%
8.8%VolatilityLower is calmer18.5%
JEPIISCG Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

JEPI vs ISCG: Top 5 Holdings

Today
JEPI
9.9%in top 5
ISCG
in top 54.0%
JEPIStockISCG
2.1%MAnot top 5
2.0%MSFTnot top 5
2.0%AAPLnot top 5
1.9%MMMnot top 5
1.9%NEEnot top 5
not top 5TEAM1.0%
not top 5OKTA1.0%
not top 5ROKU0.7%
not top 5GH0.7%
not top 5U0.6%
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
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JEPI vs ISCG Returns, Every Period

5Y
J.P. MorganJEPI
+7.1%
5 years, per year
ISCGiShares
+3.6%
5 years, per year
0%+10%+20%+5.3%+7.9%YTD+8.2%+9.1%1 year+10.7%+18.9%3 yrs · yr+7.1%+3.6%5 yrs · yr
JEPIISCGFaded: behind in that period
1–3ISCG wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

JEPI vs VIG

YTD
J.P. MorganJEPI
+5.3%
VIGVanguard
+12.1%
Jan 1Nov 6+5.3%+12.1%
+5.3%Year to date+12.1%
−6.7%Worst drop · 1Y−7.9%
8.8%Volatility · 1Y10.8%
8.1%Yield1.5%
$45.2BAssets$109B
3–1JEPI wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: JEPI, ISCG, VIG

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
ISCG0.06%$6
JEPI0.35%$35
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JEPI, ISCG, VIG

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
VIG1.50%$150
ISCG0.67%$67
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
VIG$150 − $4 = $146
ISCG$67 − $6 = $61
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JEPI, ISCG, VIG

Today
30.7%most shared, JEPI and VIG
JEPIISCGVIG
JEPI—0.0%30.7%
ISCG0.0%—2.7%
VIG30.7%2.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+14.3%VIG, at 10.8% volatility
0%+5%+10%+15%+20%5%10%15%20%25%Volatility · 1 year → bumpierVIG +14.3%ISCG +9.1%JEPI +8.2%
JEPIWorst drop−6.7%8.8% vol
VIGWorst drop−7.9%10.8% vol
ISCGWorst drop−11.4%18.5% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JEPIVIG
Jan 1Nov 6+5.3%+12.1%
+5.3%Year to date+12.1%
8.1%Yield1.5%
+8.2%Past year+14.3%
0.35%Fee0.04%
3–1VIG wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.7BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com