Compare · 3 funds side by side · dividends reinvested

JEPI, ISCG and VTV

JEPIJ.P. Morgan×ISCGiShares×VTVVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

JEPI, ISCG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$184B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.66%+10.5%+11.7%+18.6%+3.2%−11.4%18.8%$957M2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: JEPI 2020 · ISCG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.1B$14,519

JEPI

ISCG

iShares Morningstar Small-Cap Growth ETF · $957M$11,695

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

JEPI

More Ways to See the Pairs

JEPI vs ISCG: Top 5 Holdings

Today

JEPI

9.7%in top 5

ISCG

in top 53.7%

JEPIStockISCG

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, ISCG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

ISCG0.06%$6

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: JEPI, ISCG, VTV

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

ISCG

+8.2%Year to dateJan 1 → Nov 13+10.5%

+9.6%1 yearTotal return+11.7%

+11.1%3 years · per year$10,000 became $13,696 · $16,699+18.6%

+7.7%5 years · per year$10,000 became $14,519 · $11,695+3.2%

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

7.87%Trailing 12-mo yield$787 · $66 a year on $10k0.66%

−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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5GH0.7%

not top 5U0.6%

not top 5NBIX0.6%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

JEPI vs ISCG Returns, Every Period

5Y

J.P. MorganJEPI

+7.7%

5 years, per year

ISCGiShares

+3.2%

5 years, per year

JEPIISCGFaded: behind in that period

1–3ISCG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs VTV

YTD

J.P. MorganJEPI

+8.2%

VTVVanguard

+22.0%

+8.2%Year to date+22.0%

−6.7%Worst drop · 1Y−6.4%

9.0%Volatility · 1Y10.8%

7.9%Yield1.8%

$47.1BAssets$184B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

VTV1.81%$181

ISCG0.66%$66

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

VTV$181 − $3 = $178

ISCG$66 − $6 = $60

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPI, ISCG, VTV

Today

27.7%most shared, JEPI and VTV

JEPIISCGVTV

JEPI—0.0%27.7%

ISCG0.0%—0.0%

VTV27.7%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%VTV, at 10.8% volatility

JEPIWorst drop−6.7%9.0% vol

VTVWorst drop−6.4%10.8% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVTV

+8.2%Year to date+22.0%

7.9%Yield1.8%

+9.6%Past year+23.6%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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JEPI, ISCG and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three