Compare · 4 funds side by side · dividends reinvested

JEPI, SSUS, VYM and SCHD

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

JEPI, SSUS, VYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.8

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+13.6%+15.4%+18.8%+9.6%−9.0%14.6%$579M3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPI 2020 · SSUS 2020 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,448

JEPI

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $579M$15,797

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

JEPIMeasureSSUS

+7.5%Year to dateJan 1 → Nov 9+13.6%

+10.9%1 yearTotal return+15.4%

+11.0%3 years · per year$10,000 became $13,679 · $16,779+18.8%

+7.6%5 years · per year$10,000 became $14,448 · $15,797+9.6%

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

7.93%Trailing 12-mo yield$793 · $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 9, 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 573.1%

JEPIStockSSUS

not top 5XLK31.9%

not top 5XLF11.1%

not top 5XLI10.7%

not top 5XLV10.1%

not top 5XLY9.2%

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

Held in common9.1%

End-of-day Nov 9, 2026 · share of each fund

JEPI vs SSUS Returns, Every Period

J.P. MorganJEPI

+7.6%

5 years, per year

SSUSDay Hagan

+9.6%

5 years, per year

JEPISSUSFaded: behind in that period

0–4SSUS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JEPI vs SCHD

YTD

J.P. MorganJEPI

+7.5%

SCHDSchwab

+33.2%

+7.5%Year to date+33.2%

−6.7%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y11.8%

7.9%Yield3.0%

$45.2BAssets$122B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, SSUS, VYM, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

JEPI0.35%$35

SSUS0.77%$77

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPI, SSUS, VYM, SCHD

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SCHD2.96%$296

VYM2.26%$226

SSUS0.45%$45

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPI, SSUS, VYM, SCHD

Today

25.8%most shared, JEPI and VYM

JEPISSUSVYMSCHD

JEPI—9.1%25.8%8.4%

SSUS9.1%—0.0%0.0%

VYM25.8%0.0%—21.9%

SCHD8.4%0.0%21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

SSUSWorst drop−9.0%14.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.5%Year to date+33.2%

7.9%Yield3.0%

+10.9%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026