Compare · 4 funds side by side · dividends reinvested

JEPI, SSUS, SCHD and DGRO

JEPIJ.P. Morgan×SSUSDay Hagan×SCHDSchwab×DGROiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,095DGRO · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

JEPI, SSUS, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.8%+22.9%+20.7%+11.3%−6.5%10.3%$45.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.9

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+14.5%+14.6%+18.9%+9.6%−9.0%14.6%$591M3.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPI 2020 · SSUS 2020 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.8B$14,545

JEPI

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JEPI vs SSUS: Top 5 Holdings

Today

JEPI

9.8%in top 5

SSUS

in top 573.4%

JEPIStockSSUS

not top 5XLK32.0%

not top 5XLF11.1%

not top 5XLI10.8%

not top 5XLV10.1%

not top 5XLY9.3%

Cost, Income and Risk

Fees: JEPI, SSUS, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

JEPI0.35%$35

SSUS0.77%$77

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $591M$15,792

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

JEPIMeasureSSUS

+8.6%Year to dateJan 1 → Nov 11+14.5%

+11.2%1 yearTotal return+14.6%

+11.1%3 years · per year$10,000 became $13,729 · $16,829+18.9%

+7.8%5 years · per year$10,000 became $14,545 · $15,792+9.6%

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

7.84%Trailing 12-mo yield$784 · $45 a year on $10k0.45%

−6.7%Worst dropSmaller is better−9.0%

9.0%VolatilityLower is calmer14.6%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common8.9%

End-of-day Nov 11, 2026 · share of each fund

JEPI vs SSUS Returns, Every Period

5Y

J.P. MorganJEPI

+7.8%

5 years, per year

SSUSDay Hagan

+9.6%

5 years, per year

JEPISSUSFaded: behind in that period

0–4SSUS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

JEPI vs SCHD

YTD

J.P. MorganJEPI

+8.6%

SCHDSchwab

+34.6%

+8.6%Year to date+34.6%

−6.7%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y11.8%

7.8%Yield2.9%

$46.8BAssets$123B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPI, SSUS, SCHD, DGRO

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SCHD2.93%$293

DGRO1.82%$182

SSUS0.45%$45

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, SSUS, SCHD, DGRO

Today

34.2%most shared, JEPI and DGRO

JEPISSUSSCHDDGRO

JEPI—8.9%8.5%34.2%

SSUS8.9%—0.0%5.1%

SCHD8.5%0.0%—21.2%

DGRO34.2%5.1%21.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

SSUSWorst drop−9.0%14.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

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JEPI, SSUS, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four