JEPQ vs JSML

AJEPQ

BJSML

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · JSML $13,078

Lowest cost0.18%IWF · $18 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.0%JEPQ and JSML

JEPQ

JSML

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BJanus Henderson Small Cap Growth Alpha ETF · $366M

+17.4%3 years · per year$16,202 · $18,027+21.7%

[…]5 years · per year[…] · $13,078+5.5%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

12.79%12-mo yield$1,279 · $32 on $10k0.32%

−11.5%Worst dropSmaller wins−14.8%

16.7%VolatilityLower wins22.5%

3–2JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · JSML

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

Held in common0.0%

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 Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$366M
3	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 Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$366M
3	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 JSML

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

JSML

Janus Henderson Small Cap Growth Alpha

$13,078

MeasureJEPQJSML

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield12.79%0.32%

5 years, per year[…]+5.5%

3 years, per year+17.4%+21.7%

Worst drop · 1Y−11.5%−14.8%

Volatility · 1Y16.7%22.5%

3–2measures won
JEPQ first

0.0%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: JEPQ, JSML, IWF

Today

49.9%most shared, JEPQ and IWF

JEPQJSMLIWF

JEPQ—0.0%49.9%

JSML0.0%—0.0%

IWF49.9%0.0%—

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

IWF$39 − $18 = $21

JSML$32 − $30 = $2

KeptFee

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