Compare · 3 funds side by side · dividends reinvested

JEPQ, ISCG and VTV

JEPQJ.P. Morgan×ISCGiShares×VTVVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, ISCG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$184B1.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.66%+10.5%+11.7%+18.6%+3.2%−11.4%18.8%$957M2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: JEPQ 2022 · ISCG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small-Cap Growth ETF · $957M$11,695

ISCG

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

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

ISCG

More Ways to See the Pairs

ISCG vs JEPQ: Top 5 Holdings

Today

ISCG

3.7%in top 5

JEPQ

in top 527.3%

ISCGStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN

Cost, Income and Risk

Fees: JEPQ, ISCG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

ISCG0.06%$6

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: JEPQ, ISCG, VTV

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

JEPQ

+10.5%Year to dateJan 1 → Nov 13+6.7%

+11.7%1 yearTotal return+7.6%

+18.6%3 years · per year$10,000 became $16,699 · $16,188+17.4%

+3.2%5 years · per year$10,000 became $11,695 · […][…]

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

0.66%Trailing 12-mo yield$66 · $1,237 a year on $10k12.37%

−11.4%Worst dropSmaller is better−11.5%

18.8%VolatilityLower is calmer17.0%

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

5–2ISCG wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%GHnot top 5

0.6%Unot top 5

0.6%NBIXnot top 5

Held in common0.1%

End-of-day Nov 13, 2026 · share of each fund

ISCG vs JEPQ Returns, Every Period

1Y

iSharesISCG

+11.7%

past year

JEPQJ.P. Morgan

+7.6%

past year

ISCGJEPQFaded: behind in that period

3–0ISCG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs JEPQ

YTD

iSharesISCG

+10.5%

JEPQJ.P. Morgan

+6.7%

+10.5%Year to date+6.7%

−11.4%Worst drop · 1Y−11.5%

18.8%Volatility · 1Y17.0%

0.7%Yield12.4%

$957MAssets$42.5B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

VTV1.81%$181

ISCG0.66%$66

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

VTV$181 − $3 = $178

ISCG$66 − $6 = $60

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPQ, ISCG, VTV

Today

17.3%most shared, JEPQ and VTV

JEPQISCGVTV

JEPQ—0.1%17.3%

ISCG0.1%—0.0%

VTV17.3%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

JEPQWorst drop−11.5%17.0% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVTV

+6.7%Year to date+22.0%

12.4%Yield1.8%

+7.6%Past year+23.6%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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JEPQ, ISCG and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three