Compare · 3 funds side by side · dividends reinvested

JEPQ, JSML and IWF

JEPQJ.P. Morgan×JSMLJanus Henderson×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, JSML and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B1.9

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+21.7%+19.8%+22.6%+5.9%−14.8%22.4%$379M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPQ 2022 · JSML 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

JEPQ

JSML

Janus Henderson Small Cap Growth Alpha ETF · $379M$13,328

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

JEPQ

More Ways to See the Pairs

JEPQ vs JSML: Top 5 Holdings

Today

JEPQ

27.6%in top 5

JSML

in top 510.2%

JEPQStockJSML

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.9%MSFTnot top 5

4.4%AMZNnot top 5

4.3%GOOGnot top 5

Cost, Income and Risk

Fees: JEPQ, JSML, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JSML0.30%$30

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: JEPQ, JSML, IWF

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

JSML

+8.1%Year to dateJan 1 → Nov 11+21.7%

+9.0%1 yearTotal return+19.8%

+18.2%3 years · per year$10,000 became $16,525 · $18,412+22.6%

[…]5 years · per year$10,000 became […] · $13,328+5.9%

0.35%Expense ratio$35 · $30 a year on $10k · lower is better0.30%

12.20%Trailing 12-mo yield$1,220 · $30 a year on $10k0.30%

−11.5%Worst dropSmaller is better−14.8%

16.9%VolatilityLower is calmer22.4%

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

3–4JSML wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5RHP2.2%

not top 5CON2.1%

not top 5CVLT2.1%

not top 5OPCH2.0%

not top 5ZWS1.9%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

JEPQ vs JSML Returns, Every Period

1Y

J.P. MorganJEPQ

+9.0%

past year

JSMLJanus Henderson

+19.8%

past year

JEPQJSMLFaded: behind in that period

0–3JSML wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs IWF

YTD

J.P. MorganJEPQ

+8.1%

IWFiShares

−1.2%

+8.1%Year to date−1.2%

−11.5%Worst drop · 1Y−14.6%

16.9%Volatility · 1Y19.6%

12.2%Yield0.4%

$42.0BAssets$117B

4–0JEPQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

IWF0.37%$37

JSML0.30%$30

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

IWF$37 − $18 = $19

JSML$30 − $30 = −$0

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPQ, JSML, IWF

Today

49.9%most shared, JEPQ and IWF

JEPQJSMLIWF

JEPQ—0.0%49.9%

JSML0.0%—0.0%

IWF49.9%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.8%JSML, at 22.4% volatility

JEPQWorst drop−11.5%16.9% vol

IWFWorst drop−14.6%19.6% vol

JSMLWorst drop−14.8%22.4% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJSML

+8.1%Year to date+21.7%

12.2%Yield0.3%

+9.0%Past year+19.8%

0.35%Fee0.30%

3–1JSML wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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JEPQ, JSML and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three