Compare · 4 funds side by side · dividends reinvested

JEPQ, ISCG, SCHD and VIG

JEPQJ.P. Morgan×ISCGiShares×SCHDSchwab×VIGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, ISCG, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.8

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.8%+11.9%+18.4%+3.3%−11.4%18.8%$959M3.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · ISCG 2004 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,596

VIG

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VIG vs ISCG: Top 5 Holdings

Today

VIG

22.1%in top 5

ISCG

in top 53.7%

VIGStockISCG

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Cost, Income and Risk

Fees: JEPQ, ISCG, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ISCG0.06%$6

SCHD0.06%$6

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

ISCG

iShares Morningstar Small-Cap Growth ETF · $959M$11,782

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

VIGMeasureISCG

+16.0%Year to dateJan 1 → Nov 12+10.8%

+16.9%1 yearTotal return+11.9%

+18.9%3 years · per year$10,000 became $16,806 · $16,599+18.4%

+10.7%5 years · per year$10,000 became $16,596 · $11,782+3.3%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.45%Trailing 12-mo yield$145 · $65 a year on $10k0.65%

−7.9%Worst dropSmaller is better−11.4%

11.0%VolatilityLower is calmer18.8%

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

8–0VIG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5GH0.7%

not top 5U0.6%

not top 5NBIX0.6%

Held in common2.7%

End-of-day Nov 12, 2026 · share of each fund

VIG vs ISCG Returns, Every Period

5Y

VanguardVIG

+10.7%

5 years, per year

ISCGiShares

+3.3%

5 years, per year

VIGISCGFaded: behind in that period

4–0VIG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+16.0%

JEPQJ.P. Morgan

+7.8%

+16.0%Year to date+7.8%

−7.9%Worst drop · 1Y−11.5%

11.0%Volatility · 1Y16.9%

1.4%Yield12.2%

$109BAssets$42.6B

3–1VIG wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPQ, ISCG, SCHD, VIG

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SCHD2.93%$293

VIG1.45%$145

ISCG0.65%$65

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, ISCG, SCHD, VIG

Today

26.6%most shared, JEPQ and VIG

JEPQISCGSCHDVIG

JEPQ—0.1%3.8%26.6%

ISCG0.1%—0.9%2.7%

SCHD3.8%0.9%—14.5%

VIG26.6%2.7%14.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.9% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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JEPQ, ISCG, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four