ISCV vs JEPQ

AISCV

BJEPQ

Measures won4–1ISCV wins · of 6 · 5Y

$10,000 · 5Y$14,646ISCV

Lowest cost0.06%ISCV · $6 on $10k

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

Smallest drop−9.3%ISCV · worst fall in 1Y

Held in common0.0%ISCV and JEPQ

ISCV

JEPQ

iShares Morningstar Small Cap Value ETF · $702MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+17.8%3 years · per year$16,356 · $16,284+17.6%

+7.9%5 years · per year$14,646 · […][…]

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

1.88%12-mo yield$188 · $1,245 on $10k12.45%

−9.3%

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

Both

5Y2 funds

#			Trend
1	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.88%	−0.4%	+17.7%	+22.6%	+17.8%	+7.9%	−9.3%	$702M
2	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

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.88%	−0.4%	+17.7%	+22.6%	+17.8%	+7.9%	−9.3%	$702M
2	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

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISCV vs JEPQ

ISCV

iShares Morningstar Small Cap Value

$14,646

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureISCVJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.88%12.45%

5 years, per year+7.9%[…]

3 years, per year+17.8%+17.6%

Worst drop · 1Y−9.3%−11.5%

Volatility · 1Y14.8%

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ISCV vs JEPQ

Both

Both

$10,000 in ISCV, JEPQ

Overlap: ISCV, JEPQ

ISCV vs JEPQ

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Overlap: ISCV, JEPQ

Income After Fees on $10,000