JEPQ vs ISCG

AJEPQ

BISCG

Measures won2–3ISCG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.1%JEPQ and ISCG

JEPQ

ISCG

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BiShares Morningstar Small-Cap Growth ETF · $934M

+17.4%3 years · per year$16,202 · $16,813+18.9%

[…]5 years · per year[…] · $11,960+3.6%

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

12.79%12-mo yield$1,279 · $67 on $10k0.67%

−11.5%Worst dropSmaller wins−11.4%

16.7%VolatilityLower wins18.5%

2–3ISCG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · ISCG

0.1%HUBS0.3%

Held in common0.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs ISCG

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureJEPQISCG

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield12.79%0.67%

5 years, per year[…]+3.6%

3 years, per year+17.4%+18.9%

Worst drop · 1Y−11.5%−11.4%

Volatility · 1Y16.7%18.5%

3–2measures won
ISCG first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPQ, ISCG, VIG, SCHD

Today

26.2%most shared, JEPQ and VIG

JEPQISCGVIGSCHD

JEPQ—0.1%26.2%3.8%

ISCG0.1%—2.7%1.0%

VIG26.2%2.7%—14.5%

SCHD3.8%1.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

ISCG$67 − $6 = $61

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee