Compare · 3 funds side by side · dividends reinvested

JEPQ, SSUS and CGDV

JEPQJ.P. Morgan×SSUSDay Hagan×CGDVCapital Group×

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

02 / 04

JEPQ, SSUS and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B1.6

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.47%+10.4%+11.3%+18.1%+9.1%−9.0%14.5%$603M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.1

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: JEPQ 2022 · SSUS 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $39.5B[…]

CGDV

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $603M$15,472

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

CGDVMeasureSSUS

+9.7%Year to dateJan 1 → Nov 5+10.4%

+13.2%1 yearTotal return+11.3%

+24.0%3 years · per year$10,000 became $19,064 · $16,456+18.1%

[…]5 years · per year$10,000 became […] · $15,472+9.1%

0.33%Expense ratio$33 · $77 a year on $10k · lower is better0.77%

1.27%Trailing 12-mo yield$127 · $47 a year on $10k0.47%

−9.7%Worst dropSmaller is better−9.0%

13.4%VolatilityLower is calmer14.5%

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

5–2CGDV wins

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

More Ways to See the Pairs

CGDV vs SSUS: Top 5 Holdings

Today

CGDV

24.4%in top 5

SSUS

in top 573.5%

CGDVStockSSUS

not top 5XLK32.7%

not top 5XLF11.0%

not top 5XLI10.6%

not top 5XLV9.9%

not top 5XLY9.2%

7.0%MSFTnot top 5

6.1%NVDAnot top 5

4.3%AVGOnot top 5

3.8%METAnot top 5

3.2%RTXnot top 5

Held in common10.4%

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

CGDV vs SSUS Returns, Every Period

Capital GroupCGDV

+13.2%

past year

SSUSDay Hagan

+11.3%

past year

CGDVSSUSFaded: behind in that period

2–1CGDV wins

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

CGDV vs JEPQ

YTD

Capital GroupCGDV

+9.7%

JEPQJ.P. Morgan

+8.5%

+9.7%Year to date+8.5%

−9.7%Worst drop · 1Y−8.8%

13.4%Volatility · 1Y15.5%

1.3%Yield12.2%

$39.5BAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, SSUS, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

SSUS0.77%$77

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

Yields: JEPQ, SSUS, CGDV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CGDV1.27%$127

SSUS0.47%$47

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CGDV$127 − $33 = $94

SSUS$47 − $77 = −$30

KeptFee

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

Overlap: JEPQ, SSUS, CGDV

Today

29.0%most shared, JEPQ and CGDV

JEPQSSUSCGDV

JEPQ—9.1%29.0%

SSUS9.1%—10.4%

CGDV29.0%10.4%—

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

Return vs Bumpiness: 3 ETFs

+13.2%CGDV, at 13.4% volatility

CGDVWorst drop−9.7%13.4% vol

SSUSWorst drop−9.0%14.5% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQSSUS

+8.5%Year to date+10.4%

12.2%Yield0.5%

+9.3%Past year+11.3%

0.35%Fee0.77%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

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%

$120BAssets$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$819B

2–0SPYM wins

End-of-day Nov 5, 2026