Compare · 3 funds side by side · dividends reinvested

JEPQ, IJS and IWF

JEPQJ.P. Morgan×IJSiShares×IWFiShares×

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, IJS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.39%+18.1%+19.9%+17.1%+5.4%−9.3%16.3%$7.7B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: JEPQ 2022 · IJS 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

JEPQ

IJS

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,018

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

JEPQMeasure

More Ways to See the Pairs

JEPQ vs IJS: Top 5 Holdings

Today

JEPQ

27.3%in top 5

IJS

in top 54.8%

JEPQStockIJS

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Cost, Income and Risk

Fees: JEPQ, IJS, IWF

Today

0.18%lowest, IJS

FundExpense ratioFee$10k

IJS0.18%$18

IWF0.18%$18

JEPQ0.35%$35

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

Yields: JEPQ, IJS, IWF

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

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IJS

+6.7%Year to dateJan 1 → Nov 13+18.1%

+7.6%1 yearTotal return+19.9%

+17.4%3 years · per year$10,000 became $16,188 · $16,067+17.1%

[…]5 years · per year$10,000 became […] · $13,018+5.4%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

12.37%Trailing 12-mo yield$1,237 · $139 a year on $10k1.39%

−11.5%Worst dropSmaller is better−9.3%

17.0%VolatilityLower is calmer16.3%

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

2–5IJS wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MTCH1.0%

not top 5PAYC1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

not top 5EPAM0.9%

Held in common0.0%

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

JEPQ vs IJS Returns, Every Period

1Y

J.P. MorganJEPQ

+7.6%

past year

IJSiShares

+19.9%

past year

JEPQIJSFaded: behind in that period

1–2IJS wins

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

Income vs Stocks: JEPQ vs IJS

YTD

J.P. MorganJEPQ

+6.7%

IJSiShares

+18.1%

+6.7%Year to date+18.1%

−11.5%Worst drop · 1Y−9.3%

17.0%Volatility · 1Y16.3%

12.4%Yield1.4%

$42.5BAssets$7.7B

3–1IJS wins

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

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

IJS1.39%$139

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

IJS$139 − $18 = $121

IWF$38 − $18 = $20

KeptFee

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

Overlap: JEPQ, IJS, IWF

Today

50.0%most shared, JEPQ and IWF

JEPQIJSIWF

JEPQ—0.0%50.0%

IJS0.0%—0.0%

IWF50.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+19.9%IJS, at 16.3% volatility

IJSWorst drop−9.3%16.3% vol

JEPQWorst drop−11.5%17.0% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

JEPQIJS

+6.7%Year to date+18.1%

12.4%Yield1.4%

+7.6%Past year+19.9%

0.35%Fee0.18%

3–1IJS wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

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

Loading…

JEPQ, IJS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three