Compare · 3 funds side by side · dividends reinvested

JEPQ, ISCG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

JEPQ, ISCG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$934M1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPQ 2022 · ISCG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$11,960

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

JEPQMeasureISCG

+3.2%Year to dateJan 1 → Nov 6+7.9%

+4.5%1 yearTotal return+9.1%

+17.4%3 years · per year$10,000 became $16,202 · $16,813+18.9%

[…]5 years · per year$10,000 became […] · $11,960+3.6%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

12.79%Trailing 12-mo yield$1,279 · $67 a year on $10k0.67%

−11.5%Worst dropSmaller is better−11.4%

16.7%VolatilityLower is calmer18.5%

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

2–5ISCG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs ISCG: Top 5 Holdings

Today

JEPQ

28.9%in top 5

ISCG

in top 54.0%

JEPQStockISCG

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

JEPQ vs ISCG Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

ISCGiShares

+9.1%

past year

JEPQISCGFaded: behind in that period

0–3ISCG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs ISCG

YTD

J.P. MorganJEPQ

+3.2%

ISCGiShares

+7.9%

+3.2%Year to date+7.9%

−11.5%Worst drop · 1Y−11.4%

16.7%Volatility · 1Y18.5%

12.8%Yield0.7%

$40.7BAssets$934M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, ISCG, IWF

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

IWF0.18%$18

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPQ, ISCG, IWF

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

ISCG0.67%$67

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

ISCG$67 − $6 = $61

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPQ, ISCG, IWF

Today

49.9%most shared, JEPQ and IWF

JEPQISCGIWF

JEPQ—0.1%49.9%

ISCG0.1%—1.8%

IWF49.9%1.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.1%ISCG, at 18.5% volatility

JEPQWorst drop−11.5%16.7% vol

ISCGWorst drop−11.4%18.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQISCG

+3.2%Year to date+7.9%

12.8%Yield0.7%

+4.5%Past year+9.1%

0.35%Fee0.06%

3–1ISCG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026