ISCG vs JEPI

AISCG

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · JEPI $14,118

Lowest cost0.03%VTV · $3 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%ISCG and JEPI

ISCG

JEPI

iShares Morningstar Small-Cap Growth ETF · $927MJPMorgan Equity Premium Income ETF · $46.8B

+18.9%3 years · per year$16,813 · $13,562+10.7%

+3.6%5 years · per year$11,960 · $14,118+7.1%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

0.67%12-mo yield$67 · $809 on $10k8.09%

−11.4%Worst dropSmaller wins−6.7%

18.5%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISCG vs JEPI

ISCG

iShares Morningstar Small-Cap Growth

$11,960

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureISCGJEPI

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield0.67%8.09%

5 years, per year+3.6%+7.1%

3 years, per year+18.9%+10.7%

Worst drop · 1Y−11.4%−6.7%

Volatility · 1Y18.5%8.8%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: ISCG, JEPI, VTV

Today

27.5%most shared, JEPI and VTV

ISCGJEPIVTV

ISCG—0.0%0.0%

JEPI0.0%—27.5%

VTV0.0%27.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VTV$187 − $3 = $184

ISCG$67 − $6 = $61

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee