Compare · 4 funds side by side · dividends reinvested

JEPQ, SSUS, JEPI and CGDV

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,797SSUS · best of the four

02 / 04

JEPQ, SSUS, JEPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+13.6%+15.4%+18.8%+9.6%−9.0%14.6%$579M2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.1

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: JEPQ 2022 · SSUS 2020 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

SSUS

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

SSUSMeasureCGDV

+13.6%Year to dateJan 1 → Nov 9+12.1%

+15.4%1 yearTotal return+16.1%

+18.8%3 years · per year$10,000 became $16,779 · $18,934+23.7%

+9.6%5 years · per year$10,000 became $15,797 · […][…]

0.77%Expense ratio$77 · $33 a year on $10k · lower is better0.33%

0.45%Trailing 12-mo yield$45 · $124 a year on $10k1.24%

−9.0%Worst dropSmaller is better−9.7%

14.6%VolatilityLower is calmer13.5%

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

2–5CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSUS vs CGDV: Top 5 Holdings

Today

SSUS

73.1%in top 5

CGDV

in top 524.2%

SSUSStockCGDV

31.9%XLKnot top 5

11.1%XLFnot top 5

10.7%XLInot top 5

10.1%XLVnot top 5

9.2%XLYnot top 5

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common10.5%

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

SSUS vs CGDV Returns, Every Period

Day HaganSSUS

+15.4%

past year

CGDVCapital Group

+16.1%

past year

SSUSCGDVFaded: behind in that period

1–2CGDV wins

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

Unsorted vs Income: SSUS vs JEPQ

YTD

Day HaganSSUS

+13.6%

JEPQJ.P. Morgan

+6.6%

+13.6%Year to date+6.6%

−9.0%Worst drop · 1Y−11.5%

14.6%Volatility · 1Y16.9%

0.5%Yield12.4%

$579MAssets$40.7B

3–1SSUS wins

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

Cost, Income and Risk

Fees: JEPQ, SSUS, JEPI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

JEPI0.35%$35

SSUS0.77%$77

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

Yields: JEPQ, SSUS, JEPI, CGDV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

CGDV1.24%$124

SSUS0.45%$45

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

CGDV$124 − $33 = $91

SSUS$45 − $77 = −$32

KeptFee

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

Overlap: JEPQ, SSUS, JEPI, CGDV

Today

29.0%most shared, JEPQ and CGDV

JEPQSSUSJEPICGDV

JEPQ—9.1%27.5%29.0%

SSUS9.1%—9.1%10.5%

JEPI27.5%9.1%—27.5%

CGDV29.0%10.5%27.5%—

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

Return vs Bumpiness: 4 ETFs

+16.1%CGDV, at 13.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

SSUSWorst drop−9.0%14.6% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQSSUS

+6.6%Year to date+13.6%

12.4%Yield0.5%

+9.2%Past year+15.4%

0.35%Fee0.77%

2–2level

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

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