Compare · 4 funds side by side · dividends reinvested

VIG, SSUS, JEPI and SCHD

VIGVanguard×SSUSDay Hagan×JEPIJ.P. Morgan×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

VIG, SSUS, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.8

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.46%+10.8%+11.3%+18.2%+9.1%−9.0%14.5%$603M3.5

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 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $603M$15,489

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

VIGMeasureSSUS

+12.1%Year to dateJan 1 → Nov 6+10.8%

+14.3%1 yearTotal return+11.3%

+18.6%3 years · per year$10,000 became $16,669 · $16,517+18.2%

+10.2%5 years · per year$10,000 became $16,243 · $15,489+9.1%

0.04%Expense ratio$4 · $77 a year on $10k · lower is better0.77%

1.50%Trailing 12-mo yield$150 · $46 a year on $10k0.46%

−7.9%Worst dropSmaller is better−9.0%

10.8%VolatilityLower is calmer14.5%

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

8–0VIG wins

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

More Ways to See the Pairs

VIG vs SSUS: Top 5 Holdings

Today

VIG

22.1%in top 5

SSUS

in top 572.9%

VIGStockSSUS

not top 5XLK31.5%

not top 5XLF11.2%

not top 5XLI10.7%

not top 5XLV10.2%

not top 5XLY9.3%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common5.2%

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

VIG vs SSUS Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

SSUSDay Hagan

+9.1%

5 years, per year

VIGSSUSFaded: behind in that period

4–0VIG wins

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

VIG vs JEPI

YTD

VanguardVIG

+12.1%

JEPIJ.P. Morgan

+5.3%

+12.1%Year to date+5.3%

−7.9%Worst drop · 1Y−6.7%

10.8%Volatility · 1Y8.8%

1.5%Yield8.1%

$109BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VIG, SSUS, JEPI, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

SSUS0.77%$77

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

Yields: VIG, SSUS, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

VIG1.50%$150

SSUS0.46%$46

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

SSUS$46 − $77 = −$31

KeptFee

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

Overlap: VIG, SSUS, JEPI, SCHD

Today

30.7%most shared, VIG and JEPI

VIGSSUSJEPISCHD

VIG—5.2%30.7%14.5%

SSUS5.2%—8.9%0.0%

JEPI30.7%8.9%—8.2%

SCHD14.5%0.0%8.2%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SSUSWorst drop−9.0%14.5% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$44.9BAssets$109B

2–0DGRO 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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026