Compare · 4 funds side by side · dividends reinvested

VIG, SSUS, CGDV and JEPQ

VIGVanguard×SSUSDay Hagan×CGDVCapital Group×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

VIG, SSUS, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.3

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.46%+10.8%+11.3%+18.2%+9.1%−9.0%14.5%$577M2.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.4

Rank among the four1st → 4thFee, 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: VIG 2006 · SSUS 2020 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $577M$15,489

SSUS

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

SSUSMeasureCGDV

+10.8%Year to dateJan 1 → Nov 6+9.6%

+11.3%1 yearTotal return+12.9%

+18.2%3 years · per year$10,000 became $16,517 · $18,840+23.5%

+9.1%5 years · per year$10,000 became $15,489 · […][…]

0.77%Expense ratio$77 · $33 a year on $10k · lower is better0.33%

0.46%Trailing 12-mo yield$46 · $127 a year on $10k1.27%

−9.0%Worst dropSmaller is better−9.7%

14.5%VolatilityLower is calmer13.4%

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

2–5CGDV wins

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

More Ways to See the Pairs

SSUS vs CGDV: Top 5 Holdings

Today

SSUS

72.9%in top 5

CGDV

in top 523.9%

SSUSStockCGDV

31.5%XLKnot top 5

11.2%XLFnot top 5

10.7%XLInot top 5

10.2%XLVnot top 5

9.3%XLYnot top 5

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common10.5%

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

SSUS vs CGDV Returns, Every Period

Day HaganSSUS

+11.3%

past year

CGDVCapital Group

+12.9%

past year

SSUSCGDVFaded: behind in that period

1–2CGDV wins

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

Unsorted vs Income: SSUS vs JEPQ

YTD

Day HaganSSUS

+10.8%

JEPQJ.P. Morgan

+3.2%

+10.8%Year to date+3.2%

−9.0%Worst drop · 1Y−11.5%

14.5%Volatility · 1Y16.7%

0.5%Yield12.8%

$577MAssets$42.6B

3–1SSUS wins

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

Cost, Income and Risk

Fees: VIG, SSUS, CGDV, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

SSUS0.77%$77

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

Yields: VIG, SSUS, CGDV, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VIG1.50%$150

CGDV1.27%$127

SSUS0.46%$46

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

SSUS$46 − $77 = −$31

KeptFee

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

Overlap: VIG, SSUS, CGDV, JEPQ

Today

29.4%most shared, VIG and CGDV

VIGSSUSCGDVJEPQ

VIG—5.2%29.4%26.2%

SSUS5.2%—10.5%9.1%

CGDV29.4%10.5%—28.8%

JEPQ26.2%9.1%28.8%—

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

Return vs Bumpiness: 4 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

SSUSWorst drop−9.0%14.5% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQVIG

+3.2%Year to date+12.1%

12.8%Yield1.5%

+4.5%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026