CGDV vs SSUS

ACGDV

BSSUS

Measures won4–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common10.4%CGDV and SSUS

CGDV

SSUS

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

+24.0%3 years · per year$19,064 · $16,456+18.1%

[…]5 years · per year[…] · $15,472+9.1%

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

1.27%12-mo yield$127 · $47 on $10k0.47%

−9.7%Worst dropSmaller wins−9.0%

13.4%VolatilityLower wins14.5%

4–1CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCGDV · SSUS

7.0%MSFT2.8%

6.1%NVDA2.1%

1.9%AAPL2.3%

3.8%META1.8%

Held in common10.4%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$600M
4	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$600M
4	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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

$15,472

MeasureCGDVSSUS

Fee0.33%0.77%

Cost on $10k a year$33$77

Yield1.27%0.47%

5 years, per year[…]+9.1%

3 years, per year+24.0%+18.1%

Worst drop · 1Y−9.7%−9.0%

Volatility · 1Y13.4%14.5%

4–1measures won
CGDV first

10.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CGDV, SSUS, SCHD, VIG

Today

29.5%most shared, CGDV and VIG

CGDVSSUSSCHDVIG

CGDV—10.4%5.8%29.5%

SSUS10.4%—0.0%5.1%

SCHD5.8%0.0%—14.5%

VIG29.5%5.1%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

SSUS$47 − $77 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee