Compare · 4 funds side by side · dividends reinvested

JEPI, JSML, IWF and SCHD

JEPIJ.P. Morgan×JSMLJanus Henderson×IWFiShares×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

JEPI, JSML, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.5

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+21.7%+19.8%+22.6%+5.9%−14.8%22.4%$382M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: JEPI 2020 · JSML 2016 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Janus Henderson Small Cap Growth Alpha ETF · $382M$13,328

JSML

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JSML vs IWF: Top 5 Holdings

Today

JSML

10.2%in top 5

IWF

in top 538.3%

JSMLStockIWF

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: JEPI, JSML, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

JSML0.30%$30

JEPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

IWF

iShares Russell 1000 Growth ETF · $119B$15,927

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

JSMLMeasureIWF

+21.7%Year to dateJan 1 → Nov 11−1.2%

+19.8%1 yearTotal return−2.8%

+22.6%3 years · per year$10,000 became $18,412 · $17,180+19.8%

+5.9%5 years · per year$10,000 became $13,328 · $15,927+9.8%

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

0.30%Trailing 12-mo yield$30 · $37 a year on $10k0.37%

−14.8%Worst dropSmaller is better−14.6%

22.4%VolatilityLower is calmer19.6%

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

3–5IWF wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

2.2%RHPnot top 5

2.1%CONnot top 5

2.1%CVLTnot top 5

2.0%OPCHnot top 5

1.9%ZWSnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

JSML vs IWF Returns, Every Period

5Y

Janus HendersonJSML

+5.9%

5 years, per year

IWFiShares

+9.8%

5 years, per year

JSMLIWFFaded: behind in that period

3–1JSML wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: JSML vs JEPI

YTD

Janus HendersonJSML

+21.7%

JEPIJ.P. Morgan

+8.6%

+21.7%Year to date+8.6%

−14.8%Worst drop · 1Y−6.7%

22.4%Volatility · 1Y9.0%

0.3%Yield7.8%

$382MAssets$46.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPI, JSML, IWF, SCHD

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SCHD2.93%$293

IWF0.37%$37

JSML0.30%$30

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

IWF$37 − $18 = $19

JSML$30 − $30 = −$0

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, JSML, IWF, SCHD

Today

27.4%most shared, JEPI and IWF

JEPIJSMLIWFSCHD

JEPI—0.0%27.4%8.5%

JSML0.0%—0.0%0.2%

IWF27.4%0.0%—3.7%

SCHD8.5%0.2%3.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

IWFWorst drop−14.6%19.6% vol

JSMLWorst drop−14.8%22.4% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

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JEPI, JSML, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four