Compare · 3 funds side by side · dividends reinvested

VIG, SSUS and JEPQ

VIGVanguard×SSUSDay Hagan×JEPQJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

VIG, SSUS and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.1

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.47%+10.4%+11.3%+18.1%+9.1%−9.0%14.5%$603M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · SSUS 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $603M$15,472

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

VIGMeasureSSUS

+12.5%Year to dateJan 1 → Nov 5+10.4%

+15.2%1 yearTotal return+11.3%

+18.9%3 years · per year$10,000 became $16,814 · $16,456+18.1%

+10.3%5 years · per year$10,000 became $16,331 · $15,472+9.1%

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

1.49%Trailing 12-mo yield$149 · $47 a year on $10k0.47%

−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 5, 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 573.5%

VIGStockSSUS

not top 5XLK32.7%

not top 5XLF11.0%

not top 5XLI10.6%

not top 5XLV9.9%

not top 5XLY9.2%

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 common5.1%

End-of-day Nov 5, 2026 · share of each fund

VIG vs SSUS Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

SSUSDay Hagan

+9.1%

5 years, per year

VIGSSUSFaded: behind in that period

4–0VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+12.5%

JEPQJ.P. Morgan

+8.5%

+12.5%Year to date+8.5%

−7.9%Worst drop · 1Y−8.8%

10.8%Volatility · 1Y15.5%

1.5%Yield12.2%

$109BAssets$42.6B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, SSUS, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

SSUS0.77%$77

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VIG, SSUS, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VIG1.49%$149

SSUS0.47%$47

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VIG$149 − $4 = $145

SSUS$47 − $77 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VIG, SSUS, JEPQ

Today

26.3%most shared, VIG and JEPQ

VIGSSUSJEPQ

VIG—5.1%26.3%

SSUS5.1%—9.1%

JEPQ26.3%9.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SSUSWorst drop−9.0%14.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+8.5%Year to date+12.5%

12.2%Yield1.5%

+9.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026