Compare · 4 funds side by side · dividends reinvested

VIG, SSUS, JEPQ and SCHD

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

VIG, SSUS, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+13.6%+15.4%+18.8%+9.6%−9.0%14.6%$579M3.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · SSUS 2020 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $579M$15,797

SSUS

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

SSUSMeasureSCHD

+13.6%Year to dateJan 1 → Nov 9+33.2%

+15.4%1 yearTotal return+39.1%

+18.8%3 years · per year$10,000 became $16,779 · $17,123+19.6%

+9.6%5 years · per year$10,000 became $15,797 · $16,459+10.5%

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

0.45%Trailing 12-mo yield$45 · $296 a year on $10k2.96%

−9.0%Worst dropSmaller is better−6.9%

14.6%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 9, 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

73.1%in top 5

SCHD

in top 521.4%

SSUSStockSCHD

31.9%XLKnot top 5

11.1%XLFnot top 5

10.7%XLInot top 5

10.1%XLVnot top 5

9.2%XLYnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SSUS vs SCHD Returns, Every Period

Day HaganSSUS

+9.6%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

SSUSSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SSUS vs JEPQ

YTD

Day HaganSSUS

+13.6%

JEPQJ.P. Morgan

+6.6%

+13.6%Year to date+6.6%

−9.0%Worst drop · 1Y−11.5%

14.6%Volatility · 1Y16.9%

0.5%Yield12.4%

$579MAssets$40.7B

3–1SSUS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, SSUS, JEPQ, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPQ0.35%$35

SSUS0.77%$77

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIG, SSUS, JEPQ, SCHD

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

VIG1.46%$146

SSUS0.45%$45

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIG, SSUS, JEPQ, SCHD

Today

26.2%most shared, VIG and JEPQ

VIGSSUSJEPQSCHD

VIG—5.1%26.2%14.5%

SSUS5.1%—9.1%0.0%

JEPQ26.2%9.1%—3.8%

SCHD14.5%0.0%3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

SSUSWorst drop−9.0%14.6% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026