Compare · 4 funds side by side · dividends reinvested

SSUS, SCHD, JEPI and CGDV

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,881SCHD · best of the four

02 / 04

SSUS, SCHD, JEPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.6

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+15.7%+15.3%+20.2%+10.3%−9.0%13.7%$600M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SSUS 2020 · SCHD 2011 · 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

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

SSUSMeasureSCHD

+15.7%Year to dateJan 1 → Nov 4+35.3%

+15.3%1 yearTotal return+41.6%

+20.2%3 years · per year$10,000 became $17,386 · $17,908+21.4%

+10.3%5 years · per year$10,000 became $16,343 · $16,881+11.0%

0.77%Expense ratio$77 · $6 a year on $10k · lower is better0.06%

0.45%Trailing 12-mo yield$45 · $291 a year on $10k2.91%

−9.0%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer11.5%

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

0–8SCHD wins

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 SCHD: Top 5 Holdings

Today

SSUS

73.5%in top 5

SCHD

in top 521.6%

SSUSStockSCHD

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 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

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

SSUS vs SCHD Returns, Every Period

Day HaganSSUS

+10.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SSUSSCHDFaded: behind in that period

0–4SCHD 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, SCHD, JEPI, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPI0.35%$35

SSUS0.77%$77

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

Yields: SSUS, SCHD, JEPI, CGDV

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SCHD2.91%$291

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

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

SSUS$45 − $77 = −$32

KeptFee

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

Overlap: SSUS, SCHD, JEPI, CGDV

Today

27.1%most shared, JEPI and CGDV

SSUSSCHDJEPICGDV

SSUS—0.0%8.9%10.3%

SCHD0.0%—8.2%5.7%

JEPI8.9%8.2%—27.1%

CGDV10.3%5.7%27.1%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

JEPIWorst drop−6.7%8.1% vol

SCHDWorst drop−6.9%11.5% 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

JEPISCHD

+8.8%Year to date+35.3%

7.8%Yield2.9%

+11.9%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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

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

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