Compare · 4 funds side by side · dividends reinvested

JEPI, SSUS, VIG and CGDV

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

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,513VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

JEPI, SSUS, VIG and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B2.7

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+13.5%+13.4%+18.5%+9.1%−9.0%14.6%$596M3.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: JEPI 2020 · SSUS 2020 · VIG 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Strategy Shares Day Hagan Smart Sector ETF · $596M$15,487

SSUS

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SSUS vs JEPI: Top 5 Holdings

Today

SSUS

73.7%in top 5

JEPI

in top 59.7%

SSUSStockJEPI

32.6%XLKnot top 5

11.0%XLFnot top 5

10.8%XLInot top 5

10.0%XLVnot top 5

9.2%XLYnot top 5

Cost, Income and Risk

Fees: JEPI, SSUS, VIG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPI0.35%$35

SSUS0.77%$77

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

JEPI

JPMorgan Equity Premium Income ETF · $47.1B$14,519

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

SSUSMeasureJEPI

+13.5%Year to dateJan 1 → Nov 13+8.2%

+13.4%1 yearTotal return+9.6%

+18.5%3 years · per year$10,000 became $16,642 · $13,696+11.1%

+9.1%5 years · per year$10,000 became $15,487 · $14,519+7.7%

0.77%Expense ratio$77 · $35 a year on $10k · lower is better0.35%

0.45%Trailing 12-mo yield$45 · $787 a year on $10k7.87%

−9.0%Worst dropSmaller is better−6.7%

14.6%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common8.8%

End-of-day Nov 13, 2026 · share of each fund

SSUS vs JEPI Returns, Every Period

5Y

Day HaganSSUS

+9.1%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

SSUSJEPIFaded: behind in that period

4–0SSUS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SSUS vs JEPI

YTD

Day HaganSSUS

+13.5%

JEPIJ.P. Morgan

+8.2%

+13.5%Year to date+8.2%

−9.0%Worst drop · 1Y−6.7%

14.6%Volatility · 1Y9.0%

0.5%Yield7.9%

$596MAssets$47.1B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: JEPI, SSUS, VIG, CGDV

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

VIG1.45%$145

CGDV1.24%$124

SSUS0.45%$45

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

VIG$145 − $4 = $141

CGDV$124 − $33 = $91

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPI, SSUS, VIG, CGDV

Today

31.6%most shared, JEPI and VIG

JEPISSUSVIGCGDV

JEPI—8.8%31.6%27.1%

SSUS8.8%—5.0%9.9%

VIG31.6%5.0%—29.3%

CGDV27.1%9.9%29.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+16.3%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

SSUSWorst drop−9.0%14.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+8.2%Year to date+16.0%

7.9%Yield1.4%

+9.6%Past year+16.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

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JEPI, SSUS, VIG and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four