Compare · 3 funds side by side · dividends reinvested

JEPI, ISCG and VUG

JEPIJ.P. Morgan×ISCGiShares×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $6,783 · 2022VUG$16,052JEPI$14,108ISCG$11,876Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three
02 / 04

JEPI, ISCG and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.9
iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$974M1.9
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · ISCG 2004 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
JPMorgan Equity Premium Income ETF · $46.1B$14,108
JEPI
ISCG
iShares Morningstar Small-Cap Growth ETF · $974M$11,876

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

JEPIMeasureISCG
+5.2%Year to dateJan 1 → Nov 5+6.9%
+8.3%1 yearTotal return+9.6%
+11.0%3 years · per year$10,000 became $13,674 · $16,721+18.7%
+7.1%5 years · per year$10,000 became $14,108 · $11,876+3.5%
0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%
8.09%Trailing 12-mo yield$809 · $68 a year on $10k0.68%
−6.7%Worst dropSmaller is better−11.4%
8.8%VolatilityLower is calmer18.6%
JEPIISCG Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 5, 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 54.1%
JEPIStockISCG
2.0%MAnot top 5
2.0%MSFTnot top 5
1.9%MMMnot top 5
1.9%AAPLnot top 5
1.9%Vnot top 5
not top 5OKTA1.1%
not top 5TEAM1.0%
not top 5GH0.7%
not top 5ROKU0.7%
not top 5RBRK0.6%
Held in common0.0%
End-of-day Nov 5, 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
+3.5%
5 years, per year
0%+10%+20%+5.2%+6.9%YTD+8.3%+9.6%1 year+11.0%+18.7%3 yrs · yr+7.1%+3.5%5 yrs · yr
JEPIISCGFaded: behind in that period
1–3ISCG wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Stocks: JEPI vs ISCG

YTD
J.P. MorganJEPI
+5.2%
ISCGiShares
+6.9%
Jan 1Nov 5+5.2%+6.9%
+5.2%Year to date+6.9%
−6.7%Worst drop · 1Y−11.4%
8.8%Volatility · 1Y18.6%
8.1%Yield0.7%
$46.1BAssets$974M
3–1JEPI wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: JEPI, ISCG, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
ISCG0.06%$6
JEPI0.35%$35
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JEPI, ISCG, VUG

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
ISCG0.68%$68
VUG0.43%$43
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
ISCG$68 − $6 = $62
VUG$43 − $3 = $40
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JEPI, ISCG, VUG

Today
27.2%most shared, JEPI and VUG
JEPIISCGVUG
JEPI—0.0%27.2%
ISCG0.0%—0.2%
VUG27.2%0.2%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+9.6%ISCG, at 18.6% volatility
−5%0%+5%+10%+15%5%10%15%20%25%Volatility · 1 year → bumpierISCG +9.6%JEPI +8.3%VUG −0.6%
JEPIWorst drop−6.7%8.8% vol
ISCGWorst drop−11.4%18.6% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JEPIISCG
Jan 1Nov 5+5.2%+6.9%
+5.2%Year to date+6.9%
8.1%Yield0.7%
+8.3%Past year+9.6%
0.35%Fee0.06%
3–1ISCG wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+0.5%
SCHGSchwab
+0.9%
Jan 1Nov 5+0.5%+0.9%
+0.5%Year to date+0.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$62.5B
1–1level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com