JEPI vs ISCG

AJEPI

BISCG

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · ISCG $11,876

Lowest cost0.06%ISCG · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%JEPI and ISCG

JEPI

ISCG

JPMorgan Equity Premium Income ETF · $46.1BiShares Morningstar Small-Cap Growth ETF · $974M

+11.0%3 years · per year$13,674 · $16,721+18.7%

+7.1%5 years · per year$14,108 · $11,876+3.5%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

8.09%12-mo yield$809 · $68 on $10k0.68%

−6.7%Worst dropSmaller wins−11.4%

8.8%VolatilityLower wins18.6%

4–2JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · ISCG

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

Held in common0.0%

End-of-day Nov 5, 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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

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

Both

5Y2 funds

#			Trend
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

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

Cards for this view

JEPI vs ISCG

JEPI

JPMorgan Equity Premium Income

$14,108

ISCG

iShares Morningstar Small-Cap Growth

$11,876

MeasureJEPIISCG

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield8.09%0.68%

5 years, per year+7.1%+3.5%

3 years, per year+11.0%+18.7%

Worst drop · 1Y−6.7%−11.4%

Volatility · 1Y8.8%18.6%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPI, ISCG

Today

0.0%most shared, JEPI and ISCG

JEPIISCG

JEPI—0.0%

ISCG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

ISCG$68 − $6 = $62

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee