Compare · 3 funds side by side · dividends reinvested

JEPI, JSML and IWF

JEPIJ.P. Morgan×JSMLJanus Henderson×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

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

Story of the three · RiskSmallest drop

JEPI, JSML and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.0

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%$382M2.1

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.8B$14,545

JEPI

JSML

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

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

JEPI

More Ways to See the Pairs

JEPI vs JSML: Top 5 Holdings

Today

JEPI

9.8%in top 5

JSML

in top 510.2%

JEPIStockJSML

not top 5RHP2.2%

not top 5CON2.1%

not top 5CVLT2.1%

2.0%MAnot top 5

not top 5OPCH2.0%

Cost, Income and Risk

Fees: JEPI, JSML, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JSML0.30%$30

JEPI0.35%$35

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

Yields: JEPI, JSML, IWF

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

JSML

+8.6%Year to dateJan 1 → Nov 11+21.7%

+11.2%1 yearTotal return+19.8%

+11.1%3 years · per year$10,000 became $13,729 · $18,412+22.6%

+7.8%5 years · per year$10,000 became $14,545 · $13,328+5.9%

0.35%Expense ratio$35 · $30 a year on $10k · lower is better0.30%

7.84%Trailing 12-mo yield$784 · $30 a year on $10k0.30%

−6.7%Worst dropSmaller is better−14.8%

9.0%VolatilityLower is calmer22.4%

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

4–4Level

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

2.0%MSFTnot top 5

1.9%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

not top 5ZWS1.9%

Held in common0.0%

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

JEPI vs JSML Returns, Every Period

5Y

J.P. MorganJEPI

+7.8%

5 years, per year

JSMLJanus Henderson

+5.9%

5 years, per year

JEPIJSMLFaded: behind in that period

1–3JSML wins

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

Income vs Stocks: JEPI vs IWF

YTD

J.P. MorganJEPI

+8.6%

IWFiShares

−1.2%

+8.6%Year to date−1.2%

−6.7%Worst drop · 1Y−14.6%

9.0%Volatility · 1Y19.6%

7.8%Yield0.4%

$46.8BAssets$119B

4–0JEPI wins

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

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

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

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

Today

27.4%most shared, JEPI and IWF

JEPIJSMLIWF

JEPI—0.0%27.4%

JSML0.0%—0.0%

IWF27.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+19.8%JSML, at 22.4% volatility

JEPIWorst drop−6.7%9.0% 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

JEPIJSML

+8.6%Year to date+21.7%

7.8%Yield0.3%

+11.2%Past year+19.8%

0.35%Fee0.30%

3–1JSML wins

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

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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JEPI, JSML and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three