Compare · 3 funds side by side · dividends reinvested

JEPI, SSUS and DGRO

JEPIJ.P. Morgan×SSUSDay Hagan×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

JEPI, SSUS and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.3

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.47%+10.4%+11.3%+18.1%+9.1%−9.0%14.5%$600M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · SSUS 2020 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $600M$15,472

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

JEPIMeasureSSUS

+5.2%Year to dateJan 1 → Nov 5+10.4%

+8.3%1 yearTotal return+11.3%

+11.0%3 years · per year$10,000 became $13,674 · $16,456+18.1%

+7.1%5 years · per year$10,000 became $14,108 · $15,472+9.1%

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

8.09%Trailing 12-mo yield$809 · $47 a year on $10k0.47%

−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 5, 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 573.5%

JEPIStockSSUS

not top 5XLK32.7%

not top 5XLF11.0%

not top 5XLI10.6%

not top 5XLV9.9%

not top 5XLY9.2%

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

Held in common9.0%

End-of-day Nov 5, 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 5, 2026 · dividends in · faded = behind in that period

JEPI vs DGRO

YTD

J.P. MorganJEPI

+5.2%

DGROiShares

+17.2%

+5.2%Year to date+17.2%

−6.7%Worst drop · 1Y−6.5%

8.8%Volatility · 1Y10.2%

8.1%Yield1.9%

$46.1BAssets$46.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, SSUS, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

SSUS0.77%$77

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, SSUS, DGRO

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DGRO1.86%$186

SSUS0.47%$47

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DGRO$186 − $8 = $178

SSUS$47 − $77 = −$30

KeptFee

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

Overlap: JEPI, SSUS, DGRO

Today

34.2%most shared, JEPI and DGRO

JEPISSUSDGRO

JEPI—9.0%34.2%

SSUS9.0%—5.1%

DGRO34.2%5.1%—

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

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

JEPIWorst drop−6.7%8.8% vol

DGROWorst drop−6.5%10.2% vol

SSUSWorst drop−9.0%14.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+5.2%Year to date+17.2%

8.1%Yield1.9%

+8.3%Past year+21.2%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026