Compare · 3 funds side by side · dividends reinvested

SSG, JEPI and CGDV

SSGProShares×JEPIJ.P. Morgan×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

SSG, JEPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B1.6

ProShares UltraShort SemiconductorsLeveraged · 2x1.33%5.36%−44.6%−43.2%−71.2%−62.3%−72.2%81.4%$50M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SSG 2007 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

ProShares UltraShort Semiconductors · $50M$76

SSG

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SSGMeasureJEPI

−44.6%Year to dateJan 1 → Nov 6+5.3%

−43.2%1 yearTotal return+8.2%

−71.2%3 years · per year$10,000 became $239 · $13,562+10.7%

−62.3%5 years · per year$10,000 became $76 · $14,118+7.1%

1.33%Expense ratio$133 · $35 a year on $10k · lower is better0.35%

5.36%Trailing 12-mo yield$536 · $809 a year on $10k8.09%

−72.2%Worst dropSmaller is better−6.7%

81.4%VolatilityLower is calmer8.8%

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

0–8JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSG vs JEPI: Top 5 Holdings

Today

SSG

75.6%in top 5

JEPI

in top 59.9%

SSGStockJEPI

75.6%IQMMnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SSG vs JEPI Returns, Every Period

ProSharesSSG

−62.3%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SSGJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SSG vs JEPI

YTD

ProSharesSSG

−44.6%

JEPIJ.P. Morgan

+5.3%

−44.6%Year to date+5.3%

−72.2%Worst drop · 1Y−6.7%

81.4%Volatility · 1Y8.8%

5.4%Yield8.1%

$49.7MAssets$45.2B

4–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SSG, JEPI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

SSG1.33%$133

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SSG, JEPI, CGDV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SSG5.36%$536

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SSG$536 − $133 = $403

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SSG, JEPI, CGDV

Today

27.1%most shared, JEPI and CGDV

SSGJEPICGDV

SSG—0.0%0.0%

JEPI0.0%—27.1%

CGDV0.0%27.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.9%CGDV, at 13.4% volatility

JEPIWorst drop−6.7%8.8% vol

CGDVWorst drop−9.7%13.4% vol

SSGWorst drop−72.2%81.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGDV

+5.3%Year to date+9.6%

8.1%Yield1.3%

+8.2%Past year+12.9%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026