ISCG vs JEPQ

AISCG

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · ISCG $12,768

Lowest cost0.03%VUG · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.1%ISCG and JEPQ

ISCG

JEPQ

iShares Morningstar Small-Cap Growth ETF · $974MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+21.2%3 years · per year$17,783 · $17,406+20.3%

+5.0%5 years · per year$12,768 · […][…]

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

0.65%12-mo yield$65 · $1,217 on $10k12.17%

−11.4%Worst dropSmaller wins−8.8%

18.0%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · JEPQ

0.4%HUBS0.1%

Held in common0.1%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 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

$12,768

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureISCGJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield0.65%12.17%

5 years, per year+5.0%[…]

3 years, per year+21.2%+20.3%

Worst drop · 1Y−11.4%−8.8%

Volatility · 1Y18.0%15.5%

3–2measures won
JEPQ first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: ISCG, JEPQ, VUG

Today

51.6%most shared, JEPQ and VUG

ISCGJEPQVUG

ISCG—0.1%0.2%

JEPQ0.1%—51.6%

VUG0.2%51.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

ISCG$65 − $6 = $59

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee