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$15,892IWF · 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%0.65%+11.8%+14.9%+19.6%+3.9%−11.4%18.8%$934M1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$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 9, 2026 · returns include dividends · since: JEPQ 2022 · ISCG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $934M$12,106

ISCG

JEPQ

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

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

ISCGMeasureJEPQ

+11.8%Year to dateJan 1 → Nov 9+6.6%

+14.9%1 yearTotal return+9.2%

+19.6%3 years · per year$10,000 became $17,100 · $16,495+18.2%

+3.9%5 years · per year$10,000 became $12,106 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

0.65%Trailing 12-mo yield$65 · $1,239 a year on $10k12.39%

−11.4%Worst dropSmaller is better−11.5%

18.8%VolatilityLower is calmer16.9%

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

5–2ISCG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs JEPQ: Top 5 Holdings

Today

ISCG

3.8%in top 5

JEPQ

in top 528.6%

ISCGStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

ISCG vs JEPQ Returns, Every Period

iSharesISCG

+14.9%

past year

JEPQJ.P. Morgan

+9.2%

past year

ISCGJEPQFaded: behind in that period

3–0ISCG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs JEPQ

YTD

iSharesISCG

+11.8%

JEPQJ.P. Morgan

+6.6%

+11.8%Year to date+6.6%

−11.4%Worst drop · 1Y−11.5%

18.8%Volatility · 1Y16.9%

0.6%Yield12.4%

$934MAssets$40.7B

2–2level

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: JEPQ, ISCG, IWF

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

ISCG0.65%$65

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, ISCG, IWF

Today

50.0%most shared, JEPQ and IWF

JEPQISCGIWF

JEPQ—0.1%50.0%

ISCG0.1%—1.8%

IWF50.0%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.9%ISCG, at 18.8% volatility

JEPQWorst drop−11.5%16.9% vol

ISCGWorst drop−11.4%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQISCG

+6.6%Year to date+11.8%

12.4%Yield0.6%

+9.2%Past year+14.9%

0.35%Fee0.06%

3–1ISCG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026