CGDV vs SSUS

ACGDV

BSSUS

Measures won4–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SSUS $15,797

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common10.5%CGDV and SSUS

CGDV

SSUS

Capital Group Dividend Value ETF · $37.8BStrategy Shares Day Hagan Smart Sector ETF · $577M

+23.7%3 years · per year$18,934 · $16,779+18.8%

[…]5 years · per year[…] · $15,797+9.6%

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

1.24%12-mo yield$124 · $45 on $10k0.45%

−9.7%Worst dropSmaller wins−9.0%

13.5%VolatilityLower wins14.6%

4–1CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCGDV · SSUS

6.9%MSFT2.8%

5.9%NVDA2.1%

2.0%AAPL2.4%

4.1%META1.8%

Held in common10.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.45%	+2.5%	+13.6%	+15.4%	+18.8%	+9.6%	−9.0%	$577M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.45%	+2.5%	+13.6%	+15.4%	+18.8%	+9.6%	−9.0%	$577M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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

$15,797

MeasureCGDVSSUS

Fee0.33%0.77%

Cost on $10k a year$33$77

Yield1.24%0.45%

5 years, per year[…]+9.6%

3 years, per year+23.7%+18.8%

Worst drop · 1Y−9.7%−9.0%

Volatility · 1Y13.5%14.6%

4–1measures won
CGDV first

10.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: CGDV, SSUS, SCHD, JEPQ

Today

29.0%most shared, CGDV and JEPQ

CGDVSSUSSCHDJEPQ

CGDV—10.5%5.8%29.0%

SSUS10.5%—0.0%9.1%

SCHD5.8%0.0%—3.8%

JEPQ29.0%9.1%3.8%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

SSUS$45 − $77 = −$32

KeptFee

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