Compare · 3 funds side by side · dividends reinvested

SSUS, JEPI and CGDV

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

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,343SSUS · best of the three

02 / 04

SSUS, JEPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.0

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+15.7%+15.3%+20.2%+10.3%−9.0%13.7%$600M2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: SSUS 2020 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $600M$16,343

SSUS

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

SSUSMeasureJEPI

+15.7%Year to dateJan 1 → Nov 4+8.8%

+15.3%1 yearTotal return+11.9%

+20.2%3 years · per year$10,000 became $17,386 · $14,269+12.6%

+10.3%5 years · per year$10,000 became $16,343 · $14,635+7.9%

0.77%Expense ratio$77 · $35 a year on $10k · lower is better0.35%

0.45%Trailing 12-mo yield$45 · $783 a year on $10k7.83%

−9.0%Worst dropSmaller is better−6.7%

13.7%VolatilityLower is calmer8.1%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSUS vs JEPI: Top 5 Holdings

Today

SSUS

73.5%in top 5

JEPI

in top 59.5%

SSUSStockJEPI

33.1%XLKnot top 5

10.9%XLInot top 5

10.8%XLFnot top 5

9.8%XLVnot top 5

8.9%XLYnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common8.9%

End-of-day Nov 4, 2026 · share of each fund

SSUS vs JEPI Returns, Every Period

Day HaganSSUS

+10.3%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

SSUSJEPIFaded: behind in that period

4–0SSUS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SSUS vs JEPI

YTD

Day HaganSSUS

+15.7%

JEPIJ.P. Morgan

+8.8%

+15.7%Year to date+8.8%

−9.0%Worst drop · 1Y−6.7%

13.7%Volatility · 1Y8.1%

0.4%Yield7.8%

$600MAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SSUS, JEPI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

SSUS0.77%$77

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SSUS, JEPI, CGDV

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

CGDV1.22%$122

SSUS0.45%$45

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

CGDV$122 − $33 = $89

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SSUS, JEPI, CGDV

Today

27.1%most shared, JEPI and CGDV

SSUSJEPICGDV

SSUS—8.9%10.3%

JEPI8.9%—27.1%

CGDV10.3%27.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.5%CGDV, at 12.6% volatility

JEPIWorst drop−6.7%8.1% vol

CGDVWorst drop−9.7%12.6% vol

SSUSWorst drop−9.0%13.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISSUS

+8.8%Year to date+15.7%

7.8%Yield0.4%

+11.9%Past year+15.3%

0.35%Fee0.77%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026