Compare · 4 funds side by side · dividends reinvested

JEPQ, JSML, IWF and SCHD

JEPQJ.P. Morgan×JSMLJanus Henderson×IWFiShares×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

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

Story of the four · RiskSmallest drop

JEPQ, JSML, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.7

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+19.3%+17.3%+22.5%+5.5%−14.8%22.5%$382M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B3.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: JEPQ 2022 · JSML 2016 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,505

IWF

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IWF vs JSML: Top 5 Holdings

Today

IWF

38.2%in top 5

JSML

in top 510.1%

IWFStockJSML

12.8%NVDAnot top 5

8.8%AAPLnot top 5

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

Cost, Income and Risk

Fees: JEPQ, JSML, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

JSML0.30%$30

JEPQ0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JSML

Janus Henderson Small Cap Growth Alpha ETF · $382M$13,091

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWFMeasureJSML

−2.6%Year to dateJan 1 → Nov 13+19.3%

−3.9%1 yearTotal return+17.3%

+18.6%3 years · per year$10,000 became $16,699 · $18,398+22.5%

+9.2%5 years · per year$10,000 became $15,505 · $13,091+5.5%

0.18%Expense ratio$18 · $30 a year on $10k · lower is better0.30%

0.38%Trailing 12-mo yield$38 · $30 a year on $10k0.30%

−14.6%Worst dropSmaller is better−14.8%

19.6%VolatilityLower is calmer22.5%

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

5–3IWF wins

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

not top 5RHP2.2%

not top 5CON2.1%

not top 5CVLT2.0%

not top 5OPCH2.0%

not top 5ZWS1.8%

Held in common0.0%

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

IWF vs JSML Returns, Every Period

5Y

iSharesIWF

+9.2%

5 years, per year

JSMLJanus Henderson

+5.5%

5 years, per year

IWFJSMLFaded: behind in that period

1–3JSML wins

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

Stocks vs Income: IWF vs JEPQ

YTD

iSharesIWF

−2.6%

JEPQJ.P. Morgan

+6.7%

−2.6%Year to date+6.7%

−14.6%Worst drop · 1Y−11.5%

19.6%Volatility · 1Y17.0%

0.4%Yield12.4%

$119BAssets$42.6B

4–0JEPQ wins

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

Yields: JEPQ, JSML, IWF, SCHD

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

IWF0.38%$38

JSML0.30%$30

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

SCHD$292 − $6 = $286

IWF$38 − $18 = $20

JSML$30 − $30 = $0

KeptFee

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

Overlap: JEPQ, JSML, IWF, SCHD

Today

50.0%most shared, JEPQ and IWF

JEPQJSMLIWFSCHD

JEPQ—0.0%50.0%3.8%

JSML0.0%—0.0%0.2%

IWF50.0%0.0%—3.6%

SCHD3.8%0.2%3.6%—

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

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%17.0% vol

IWFWorst drop−14.6%19.6% vol

JSMLWorst drop−14.8%22.5% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+6.7%Year to date+34.9%

12.4%Yield2.9%

+7.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

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JEPQ, JSML, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four