Compare · 4 funds side by side · dividends reinvested

JEPI, SSUS, CGDV and DGRO

JEPIJ.P. Morgan×SSUSDay Hagan×CGDVCapital Group×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

JEPI, SSUS, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.8

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.46%+10.8%+11.3%+18.2%+9.1%−9.0%14.5%$603M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · SSUS 2020 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $603M$15,489

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

JEPIMeasureSSUS

+5.3%Year to dateJan 1 → Nov 6+10.8%

+8.2%1 yearTotal return+11.3%

+10.7%3 years · per year$10,000 became $13,562 · $16,517+18.2%

+7.1%5 years · per year$10,000 became $14,118 · $15,489+9.1%

0.35%Expense ratio$35 · $77 a year on $10k · lower is better0.77%

8.09%Trailing 12-mo yield$809 · $46 a year on $10k0.46%

−6.7%Worst dropSmaller is better−9.0%

8.8%VolatilityLower is calmer14.5%

JEPISSUS Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs SSUS: Top 5 Holdings

Today

JEPI

9.9%in top 5

SSUS

in top 572.9%

JEPIStockSSUS

not top 5XLK31.5%

not top 5XLF11.2%

not top 5XLI10.7%

not top 5XLV10.2%

not top 5XLY9.3%

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common8.9%

End-of-day Nov 6, 2026 · share of each fund

JEPI vs SSUS Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

SSUSDay Hagan

+9.1%

5 years, per year

JEPISSUSFaded: behind in that period

0–4SSUS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JEPI vs DGRO

YTD

J.P. MorganJEPI

+5.3%

DGROiShares

+16.6%

+5.3%Year to date+16.6%

−6.7%Worst drop · 1Y−6.5%

8.8%Volatility · 1Y10.2%

8.1%Yield1.9%

$46.8BAssets$44.9B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, SSUS, CGDV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPI0.35%$35

SSUS0.77%$77

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, SSUS, CGDV, DGRO

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DGRO1.87%$187

CGDV1.27%$127

SSUS0.46%$46

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DGRO$187 − $8 = $179

CGDV$127 − $33 = $94

SSUS$46 − $77 = −$31

KeptFee

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

Overlap: JEPI, SSUS, CGDV, DGRO

Today

34.3%most shared, JEPI and DGRO

JEPISSUSCGDVDGRO

JEPI—8.9%27.1%34.3%

SSUS8.9%—10.5%5.2%

CGDV27.1%10.5%—28.3%

DGRO34.3%5.2%28.3%—

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

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

JEPIWorst drop−6.7%8.8% vol

DGROWorst drop−6.5%10.2% vol

CGDVWorst drop−9.7%13.4% vol

SSUSWorst drop−9.0%14.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+5.3%Year to date+16.6%

8.1%Yield1.9%

+8.2%Past year+20.3%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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%

$42.6BAssets$46.8B

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%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026