Compare · 3 funds side by side · dividends reinvested

JEPQ, IJS and VUG

JEPQJ.P. Morgan×IJSiShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, IJS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+19.3%+22.0%+16.9%+6.0%−9.3%16.2%$7.8B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$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 11, 2026 · returns include dividends · since: JEPQ 2022 · IJS 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,404

IJS

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

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

IJSMeasure

More Ways to See the Pairs

IJS vs VUG: Top 5 Holdings

Today

IJS

4.8%in top 5

VUG

in top 545.2%

IJSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: JEPQ, IJS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJS0.18%$18

JEPQ0.35%$35

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

Yields: JEPQ, IJS, VUG

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%

VUG

+19.3%Year to dateJan 1 → Nov 11+5.1%

+22.0%1 yearTotal return+3.6%

+16.9%3 years · per year$10,000 became $15,965 · $18,430+22.6%

+6.0%5 years · per year$10,000 became $13,404 · $16,557+10.6%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.38%Trailing 12-mo yield$138 · $41 a year on $10k0.41%

−9.3%Worst dropSmaller is better−15.1%

16.2%VolatilityLower is calmer19.1%

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

5–3IJS wins

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

4.3%

1.0%MTCHnot top 5

1.0%PAYCnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

0.9%EPAMnot top 5

Held in common0.0%

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

IJS vs VUG Returns, Every Period

5Y

iSharesIJS

+6.0%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

IJSVUGFaded: behind in that period

2–2Level

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

Stocks vs Income: IJS vs JEPQ

YTD

iSharesIJS

+19.3%

JEPQJ.P. Morgan

+8.1%

+19.3%Year to date+8.1%

−9.3%Worst drop · 1Y−11.5%

16.2%Volatility · 1Y16.9%

1.4%Yield12.2%

$7.8BAssets$41.8B

3–1IJS wins

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

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

IJS1.38%$138

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

IJS$138 − $18 = $120

VUG$41 − $3 = $38

KeptFee

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

Overlap: JEPQ, IJS, VUG

Today

51.2%most shared, JEPQ and VUG

JEPQIJSVUG

JEPQ—0.0%51.2%

IJS0.0%—0.0%

VUG51.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+22.0%IJS, at 16.2% volatility

IJSWorst drop−9.3%16.2% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

JEPQIJS

+8.1%Year to date+19.3%

12.2%Yield1.4%

+9.0%Past year+22.0%

0.35%Fee0.18%

3–1IJS 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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JEPQ, IJS and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three