Compare · 3 funds side by side · dividends reinvested

JEPQ, SSUS and SCHD

JEPQJ.P. Morgan×SSUSDay Hagan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

JEPQ, SSUS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.3

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.47%+10.4%+11.3%+18.1%+9.1%−9.0%14.5%$603M2.5

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

SSUS

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

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

JEPQMeasureSSUS

+8.5%Year to dateJan 1 → Nov 5+10.4%

+9.3%1 yearTotal return+11.3%

+20.3%3 years · per year$10,000 became $17,406 · $16,456+18.1%

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

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

12.17%Trailing 12-mo yield$1,217 · $47 a year on $10k0.47%

−8.8%Worst dropSmaller is better−9.0%

15.5%VolatilityLower is calmer14.5%

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

4–3JEPQ wins

End-of-day Nov 5, 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

28.3%in top 5

SSUS

in top 573.5%

JEPQStockSSUS

not top 5XLK32.7%

not top 5XLF11.0%

not top 5XLI10.6%

not top 5XLV9.9%

not top 5XLY9.2%

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

4.2%GOOGnot top 5

4.2%AMZNnot top 5

Held in common9.1%

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

JEPQ vs SSUS Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

SSUSDay Hagan

+11.3%

past year

JEPQSSUSFaded: behind in that period

1–2SSUS wins

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

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+8.5%

SCHDSchwab

+32.3%

+8.5%Year to date+32.3%

−8.8%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.7%

12.2%Yield3.0%

$42.6BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: JEPQ, SSUS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

SSUS0.77%$77

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

Yields: JEPQ, SSUS, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.98%$298

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

SCHD$298 − $6 = $292

SSUS$47 − $77 = −$30

KeptFee

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

Overlap: JEPQ, SSUS, SCHD

Today

9.1%most shared, JEPQ and SSUS

JEPQSSUSSCHD

JEPQ—9.1%3.8%

SSUS9.1%—0.0%

SCHD3.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% 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

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

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