ISCG vs JEPQ

AISCG

BJEPQ

Measures won3–2ISCG wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · ISCG $11,960

Lowest cost0.06%ISCG · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−11.4%ISCG · worst fall in 1Y

Held in common0.1%ISCG and JEPQ

ISCG

JEPQ

iShares Morningstar Small-Cap Growth ETF · $934MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+18.9%3 years · per year$16,813 · $16,202+17.4%

+3.6%5 years · per year$11,960 · […][…]

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

0.67%12-mo yield$67 · $1,279 on $10k12.79%

−11.4%Worst dropSmaller wins−11.5%

18.5%VolatilityLower wins16.7%

3–2ISCG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · JEPQ

0.3%HUBS0.1%

Held in common0.1%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 JEPQ

ISCG

iShares Morningstar Small-Cap Growth

$11,960

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureISCGJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield0.67%12.79%

5 years, per year+3.6%[…]

3 years, per year+18.9%+17.4%

Worst drop · 1Y−11.4%−11.5%

Volatility · 1Y18.5%16.7%

3–2measures won
ISCG first

0.1%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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, JEPQ, IWF

Today

49.9%most shared, JEPQ and IWF

ISCGJEPQIWF

ISCG—0.1%1.8%

JEPQ0.1%—49.9%

IWF1.8%49.9%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

ISCG$67 − $6 = $61

IWF$39 − $18 = $21

KeptFee

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