Compare · 3 funds side by side · dividends reinvested

JSML, JEPI and IWF

JSMLJanus Henderson×JEPIJ.P. Morgan×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

JSML, JEPI and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.0

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.7%+21.9%+23.0%+6.2%−14.8%22.4%$366M2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: JSML 2016 · JEPI 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,517

JSML

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

JSMLMeasureJEPI

+20.7%Year to dateJan 1 → Nov 9+7.5%

+21.9%1 yearTotal return+10.9%

+23.0%3 years · per year$10,000 became $18,608 · $13,679+11.0%

+6.2%5 years · per year$10,000 became $13,517 · $14,448+7.6%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

0.30%Trailing 12-mo yield$30 · $793 a year on $10k7.93%

−14.8%Worst dropSmaller is better−6.7%

22.4%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JSML vs JEPI: Top 5 Holdings

Today

JSML

10.2%in top 5

JEPI

in top 59.9%

JSMLStockJEPI

2.2%RHPnot top 5

2.1%CONnot top 5

not top 5MA2.0%

2.0%OPCHnot top 5

2.0%CVLTnot top 5

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

1.8%ZWSnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

JSML vs JEPI Returns, Every Period

Janus HendersonJSML

+6.2%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

JSMLJEPIFaded: behind in that period

3–1JSML wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: JSML vs JEPI

YTD

Janus HendersonJSML

+20.7%

JEPIJ.P. Morgan

+7.5%

+20.7%Year to date+7.5%

−14.8%Worst drop · 1Y−6.7%

22.4%Volatility · 1Y9.0%

0.3%Yield7.9%

$366MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JSML, JEPI, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JSML0.30%$30

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JSML, JEPI, IWF

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

IWF0.38%$38

JSML0.30%$30

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IWF$38 − $18 = $20

JSML$30 − $30 = $0

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JSML, JEPI, IWF

Today

26.9%most shared, JEPI and IWF

JSMLJEPIIWF

JSML—0.0%0.0%

JEPI0.0%—26.9%

IWF0.0%26.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.9%JSML, at 22.4% volatility

JEPIWorst drop−6.7%9.0% vol

IWFWorst drop−14.6%19.5% vol

JSMLWorst drop−14.8%22.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIJSML

+7.5%Year to date+20.7%

7.9%Yield0.3%

+10.9%Past year+21.9%

0.35%Fee0.30%

3–1JSML wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026