JEPQ vs ISCG

AJEPQ

BISCG

Measures won2–3ISCG wins · of 6 · 5Y

$10,000 · 5Y$13,809IJH · ISCG $11,782

Lowest cost0.05%IJH · $5 on $10k

Most income12.24%JEPQ · $1,224 on $10k

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

Held in common0.1%JEPQ and ISCG

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BiShares Morningstar Small-Cap Growth ETF · $973M

+17.9%3 years · per year$16,406 · $16,599+18.4%

[…]5 years · per year[…] · $11,782+3.3%

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

12.24%12-mo yield$1,224 · $65 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

ISCG

iShares Morningstar Small-Cap Growth

$11,782

MeasureJEPQISCG

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield12.24%0.65%

5 years, per year[…]+3.3%

3 years, per year+17.9%+18.4%

Worst drop · 1Y−11.5%−11.4%

Volatility · 1Y16.9%

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	−1.3%	+10.8%	+11.9%	+18.4%	+3.3%	−11.4%	$973M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	−1.3%	+10.8%	+11.9%	+18.4%	+3.3%	−11.4%	$973M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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