Compare · 4 funds side by side · dividends reinvested

VIG, SSUS, SCHD and JEPI

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

VIG, SSUS, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B2.8

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+14.1%+13.9%+18.7%+9.4%−9.0%14.6%$599M3.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: VIG 2006 · SSUS 2020 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Strategy Shares Day Hagan Smart Sector ETF · $599M$15,671

SSUS

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SSUS vs VIG: Top 5 Holdings

Today

SSUS

73.7%in top 5

VIG

in top 522.1%

SSUSStockVIG

32.6%XLKnot top 5

11.0%XLFnot top 5

10.8%XLInot top 5

10.0%XLVnot top 5

9.2%XLYnot top 5

Cost, Income and Risk

Fees: VIG, SSUS, SCHD, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

SSUS0.77%$77

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

VIG

Vanguard Dividend Appreciation ETF · $109B$16,596

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

SSUSMeasureVIG

+14.1%Year to dateJan 1 → Nov 12+16.0%

+13.9%1 yearTotal return+16.9%

+18.7%3 years · per year$10,000 became $16,727 · $16,806+18.9%

+9.4%5 years · per year$10,000 became $15,671 · $16,596+10.7%

0.77%Expense ratio$77 · $4 a year on $10k · lower is better0.04%

0.45%Trailing 12-mo yield$45 · $145 a year on $10k1.45%

−9.0%Worst dropSmaller is better−7.9%

14.6%VolatilityLower is calmer11.0%

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

0–8VIG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common5.0%

End-of-day Nov 12, 2026 · share of each fund

SSUS vs VIG Returns, Every Period

5Y

Day HaganSSUS

+9.4%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

SSUSVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SSUS vs JEPI

YTD

Day HaganSSUS

+14.1%

JEPIJ.P. Morgan

+8.3%

+14.1%Year to date+8.3%

−9.0%Worst drop · 1Y−6.7%

14.6%Volatility · 1Y9.0%

0.5%Yield7.9%

$599MAssets$47.3B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: VIG, SSUS, SCHD, JEPI

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

VIG1.45%$145

SSUS0.45%$45

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VIG, SSUS, SCHD, JEPI

Today

31.6%most shared, VIG and JEPI

VIGSSUSSCHDJEPI

VIG—5.0%14.5%31.6%

SSUS5.0%—0.0%8.8%

SCHD14.5%0.0%—8.5%

JEPI31.6%8.8%8.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

SSUSWorst drop−9.0%14.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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VIG, SSUS, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four