Compare · 4 funds side by side · dividends reinvested

VYM, SSUS, JEPQ and CGDV

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

VYM, SSUS, JEPQ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.3

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+13.6%+15.4%+18.8%+9.6%−9.0%14.6%$579M2.9

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: VYM 2006 · SSUS 2020 · JEPQ 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$17,254

VYM

SSUS

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

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

VYMMeasureSSUS

+15.4%Year to dateJan 1 → Nov 9+13.6%

+19.5%1 yearTotal return+15.4%

+19.7%3 years · per year$10,000 became $17,150 · $16,779+18.8%

+11.5%5 years · per year$10,000 became $17,254 · $15,797+9.6%

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

2.26%Trailing 12-mo yield$226 · $45 a year on $10k0.45%

−6.7%Worst dropSmaller is better−9.0%

10.8%VolatilityLower is calmer14.6%

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

8–0VYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VYM vs SSUS: Top 5 Holdings

Today

VYM

18.2%in top 5

SSUS

in top 573.1%

VYMStockSSUS

not top 5XLK31.9%

not top 5XLF11.1%

not top 5XLI10.7%

not top 5XLV10.1%

not top 5XLY9.2%

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common0.0%

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

VYM vs SSUS Returns, Every Period

VanguardVYM

+11.5%

5 years, per year

SSUSDay Hagan

+9.6%

5 years, per year

VYMSSUSFaded: behind in that period

4–0VYM wins

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

VYM vs JEPQ

YTD

VanguardVYM

+15.4%

JEPQJ.P. Morgan

+6.6%

+15.4%Year to date+6.6%

−6.7%Worst drop · 1Y−11.5%

10.8%Volatility · 1Y16.9%

2.3%Yield12.4%

$78.9BAssets$40.7B

3–1VYM wins

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

Cost, Income and Risk

Fees: VYM, SSUS, JEPQ, CGDV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

SSUS0.77%$77

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

Yields: VYM, SSUS, JEPQ, CGDV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VYM2.26%$226

CGDV1.24%$124

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

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

SSUS$45 − $77 = −$32

KeptFee

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

Overlap: VYM, SSUS, JEPQ, CGDV

Today

29.0%most shared, JEPQ and CGDV

VYMSSUSJEPQCGDV

VYM—0.0%12.0%22.8%

SSUS0.0%—9.1%10.5%

JEPQ12.0%9.1%—29.0%

CGDV22.8%10.5%29.0%—

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

Return vs Bumpiness: 4 ETFs

+19.5%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.5% 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

JEPQVYM

+6.6%Year to date+15.4%

12.4%Yield2.3%

+9.2%Past year+19.5%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

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