Compare · 4 funds side by side · dividends reinvested

JEPQ, SSUS, JEPI and SCHD

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

JEPQ, SSUS, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.4

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+13.6%+15.4%+18.8%+9.6%−9.0%14.6%$577M2.8

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $577M$15,797

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

JEPQMeasureSSUS

+6.6%Year to dateJan 1 → Nov 9+13.6%

+9.2%1 yearTotal return+15.4%

+18.2%3 years · per year$10,000 became $16,495 · $16,779+18.8%

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

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

12.39%Trailing 12-mo yield$1,239 · $45 a year on $10k0.45%

−11.5%Worst dropSmaller is better−9.0%

16.9%VolatilityLower is calmer14.6%

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

2–5SSUS wins

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

More Ways to See the Pairs

JEPQ vs SSUS: Top 5 Holdings

Today

JEPQ

28.6%in top 5

SSUS

in top 573.1%

JEPQStockSSUS

not top 5XLK31.9%

not top 5XLF11.1%

not top 5XLI10.7%

not top 5XLV10.1%

not top 5XLY9.2%

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot top 5

Held in common9.1%

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

JEPQ vs SSUS Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

SSUSDay Hagan

+15.4%

past year

JEPQSSUSFaded: behind in that period

0–3SSUS wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

−11.5%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y9.0%

12.4%Yield7.9%

$40.7BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPQ, SSUS, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

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, SCHD

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

SCHD2.96%$296

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

SCHD$296 − $6 = $290

SSUS$45 − $77 = −$32

KeptFee

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

Overlap: JEPQ, SSUS, JEPI, SCHD

Today

27.5%most shared, JEPQ and JEPI

JEPQSSUSJEPISCHD

JEPQ—9.1%27.5%3.8%

SSUS9.1%—9.1%0.0%

JEPI27.5%9.1%—8.4%

SCHD3.8%0.0%8.4%—

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

SCHDWorst drop−6.9%11.8% 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

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%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%

$120BAssets$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