ISCG vs JEPQ

AISCG

BJEPQ

Measures won3–2ISCG wins · of 6 · 5Y

$10,000 · 5Y$14,429JEPI · ISCG $12,018

Lowest cost0.06%ISCG · $6 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.1%ISCG and JEPQ

iShares Morningstar Small-Cap Growth ETF · $967MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+18.1%3 years · per year$16,491 · $16,284+17.6%

+3.7%5 years · per year$12,018 · […][…]

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

0.65%12-mo yield$65 · $1,245 on $10k

Cards for this view

ISCG

iShares Morningstar Small-Cap Growth

$12,018

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureISCGJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield0.65%12.45%

5 years, per year+3.7%[…]

3 years, per year+18.1%+17.6%

Worst drop · 1Y−11.4%−11.5%

Volatility · 1Y18.8%

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	−0.6%	+10.9%	+13.1%	+18.1%	+3.7%	−11.4%	$967M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	−0.6%	+10.9%	+13.1%	+18.1%	+3.7%	−11.4%	$967M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

Loading…