CGDV vs SSUS

ACGDV

BSSUS

Measures won4–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,343SSUS

Lowest cost0.33%CGDV · $33 on $10k

Most income1.22%CGDV · $122 on $10k

Smallest drop−9.0%SSUS · worst fall in 1Y

Held in common10.3%CGDV and SSUS

CGDV

SSUS

Capital Group Dividend Value ETF · $39.0BStrategy Shares Day Hagan Smart Sector ETF · $600M

+26.1%3 years · per year$20,044 · $17,386+20.2%

[…]5 years · per year[…] · $16,343+10.3%

0.33%Expense ratio$33 · $77 on $10k · lower wins0.77%

1.22%12-mo yield$122 · $45 on $10k0.45%

−9.7%Worst dropSmaller wins−9.0%

12.6%VolatilityLower wins13.7%

4–1CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · SSUS

6.6%MSFT2.6%

6.3%NVDA2.2%

1.9%AAPL2.2%

3.8%META1.8%

Held in common10.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk		0.77%	0.45%	+1.3%	+15.7%	+15.3%	+20.2%	+10.3%	−9.0%	$600M
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk		0.77%	0.45%	+1.3%	+15.7%	+15.3%	+20.2%	+10.3%	−9.0%	$600M
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs SSUS

CGDV

Capital Group Dividend Value

[…]

SSUS

Strategy Shares Day Hagan Smart Sector

$16,343

MeasureCGDVSSUS

Fee0.33%0.77%

Cost on $10k a year$33$77

Yield1.22%0.45%

5 years, per year[…]+10.3%

3 years, per year+26.1%+20.2%

Worst drop · 1Y−9.7%−9.0%

Volatility · 1Y12.6%13.7%

4–1measures won
CGDV first

10.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CGDV, SSUS

Today

10.3%most shared, CGDV and SSUS

CGDVSSUS

CGDV—10.3%

SSUS10.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee