Compare · 4 funds side by side · dividends reinvested

JSML, JEPQ, SCHD and IWF

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

JSML, JEPQ, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.7

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.4%+19.7%+21.7%+6.2%−14.8%22.4%$366M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: JSML 2016 · JEPQ 2022 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,500

JSML

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JSML vs IWF: Top 5 Holdings

Today

JSML

10.1%in top 5

IWF

in top 538.7%

JSMLStockIWF

not top 5NVDA13.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: JSML, JEPQ, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

JSML0.30%$30

JEPQ0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

IWF

iShares Russell 1000 Growth ETF · $118B$15,699

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

JSMLMeasureIWF

+20.4%Year to dateJan 1 → Nov 10−3.4%

+19.7%1 yearTotal return−2.9%

+21.7%3 years · per year$10,000 became $18,008 · $16,897+19.1%

+6.2%5 years · per year$10,000 became $13,500 · $15,699+9.4%

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

0.30%Trailing 12-mo yield$30 · $38 a year on $10k0.38%

−14.8%Worst dropSmaller is better−14.6%

22.4%VolatilityLower is calmer19.5%

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

3–5IWF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%

2.1%RHPnot top 5

2.1%CONnot top 5

2.0%CVLTnot top 5

2.0%OPCHnot top 5

1.9%ZWSnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

JSML vs IWF Returns, Every Period

5Y

Janus HendersonJSML

+6.2%

5 years, per year

IWFiShares

+9.4%

5 years, per year

JSMLIWFFaded: behind in that period

3–1JSML wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: JSML vs JEPQ

YTD

Janus HendersonJSML

+20.4%

JEPQJ.P. Morgan

+6.0%

+20.4%Year to date+6.0%

−14.8%Worst drop · 1Y−11.5%

22.4%Volatility · 1Y16.9%

0.3%Yield12.4%

$366MAssets$40.7B

3–1JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JSML, JEPQ, SCHD, IWF

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

IWF0.38%$38

JSML0.30%$30

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

IWF$38 − $18 = $20

JSML$30 − $30 = $0

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JSML, JEPQ, SCHD, IWF

Today

50.0%most shared, JEPQ and IWF

JSMLJEPQSCHDIWF

JSML—0.0%0.2%0.0%

JEPQ0.0%—3.7%50.0%

SCHD0.2%3.7%—3.6%

IWF0.0%50.0%3.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

IWFWorst drop−14.6%19.5% vol

JSMLWorst drop−14.8%22.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

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JSML, JEPQ, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four