Compare · 4 funds side by side · dividends reinvested

JEPQ, ISCG, SCHD and VUG

JEPQJ.P. Morgan×ISCGiShares×SCHDSchwab×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

JEPQ, ISCG, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

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%$934M2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, 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 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

ISCGMeasureVUG

+7.9%Year to dateJan 1 → Nov 6+1.4%

+9.1%1 yearTotal return+0.2%

+18.9%3 years · per year$10,000 became $16,813 · $18,415+22.6%

+3.6%5 years · per year$10,000 became $11,960 · $16,124+10.0%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

0.67%Trailing 12-mo yield$67 · $42 a year on $10k0.42%

−11.4%Worst dropSmaller is better−15.1%

18.5%VolatilityLower is calmer19.0%

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

5–3ISCG wins

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

More Ways to See the Pairs

ISCG vs VUG: Top 5 Holdings

Today

ISCG

4.0%in top 5

VUG

in top 545.2%

ISCGStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.0%TEAMnot top 5

1.0%OKTAnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.2%

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

ISCG vs VUG Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

ISCGVUGFaded: behind in that period

2–2Level

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

Stocks vs Income: ISCG vs JEPQ

YTD

iSharesISCG

+7.9%

JEPQJ.P. Morgan

+3.2%

+7.9%Year to date+3.2%

−11.4%Worst drop · 1Y−11.5%

18.5%Volatility · 1Y16.7%

0.7%Yield12.8%

$934MAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, ISCG, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

SCHD0.06%$6

JEPQ0.35%$35

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

Yields: JEPQ, ISCG, SCHD, VUG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

ISCG0.67%$67

VUG0.42%$42

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

SCHD$300 − $6 = $294

ISCG$67 − $6 = $61

VUG$42 − $3 = $39

KeptFee

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

Overlap: JEPQ, ISCG, SCHD, VUG

Today

51.9%most shared, JEPQ and VUG

JEPQISCGSCHDVUG

JEPQ—0.1%3.8%51.9%

ISCG0.1%—1.0%0.2%

SCHD3.8%1.0%—0.8%

VUG51.9%0.2%0.8%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

ISCGWorst drop−11.4%18.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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%

$42.6BAssets$46.8B

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