Compare · 2 funds side by side · dividends reinvested

JEPI and SSUS

JEPIJ.P. Morgan×SSUSDay Hagan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,472SSUS · best of the two

02 / 04

JEPI and SSUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.47%+10.4%+11.3%+18.1%+9.1%−9.0%14.5%$600M1.5

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

SSUS

JEPI

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

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

SSUSMeasureJEPI

+10.4%Year to dateJan 1 → Nov 5+5.2%

+11.3%1 yearTotal return+8.3%

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

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

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

0.47%Trailing 12-mo yield$47 · $809 a year on $10k8.09%

−9.0%Worst dropSmaller is better−6.7%

14.5%VolatilityLower is calmer8.8%

SSUSJEPI 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

SSUS vs JEPI: Top 5 Holdings

Today

SSUS

73.5%in top 5

JEPI

in top 59.9%

SSUSStockJEPI

32.7%XLKnot top 5

11.0%XLFnot top 5

10.6%XLInot top 5

9.9%XLVnot top 5

9.2%XLYnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common9.0%

End-of-day Nov 5, 2026 · share of each fund

SSUS vs JEPI Returns, Every Period

Day HaganSSUS

+9.1%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SSUSJEPIFaded: behind in that period

4–0SSUS wins

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

Unsorted vs Income: SSUS vs JEPI

YTD

Day HaganSSUS

+10.4%

JEPIJ.P. Morgan

+5.2%

+10.4%Year to date+5.2%

−9.0%Worst drop · 1Y−6.7%

14.5%Volatility · 1Y8.8%

0.5%Yield8.1%

$600MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, SSUS

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SSUS0.77%$77

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

Yields: JEPI, SSUS

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

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

SSUS$47 − $77 = −$30

KeptFee

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

Overlap: JEPI, SSUS

Today

9.0%most shared, JEPI and SSUS

JEPISSUS

JEPI—9.0%

SSUS9.0%—

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

Return vs Bumpiness: 2 ETFs

+11.3%SSUS, at 14.5% volatility

JEPIWorst drop−6.7%8.8% 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

JEPISSUS

+5.2%Year to date+10.4%

8.1%Yield0.5%

+8.3%Past year+11.3%

0.35%Fee0.77%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026