JEPI vs SSUS

AJEPI

BSSUS

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,343SSUS · JEPI $14,635

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common9.0%JEPI and SSUS

JEPI

SSUS

JPMorgan Equity Premium Income ETF · $46.1BStrategy Shares Day Hagan Smart Sector ETF · $600M

+12.6%3 years · per year$14,269 · $17,386+20.2%

+7.9%5 years · per year$14,635 · $16,343+10.3%

0.35%Expense ratio$35 · $77 on $10k · lower wins0.77%

7.83%12-mo yield$783 · $45 on $10k0.45%

−6.7%Worst dropSmaller wins−9.0%

8.1%VolatilityLower wins13.7%

4–2JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · SSUS

2.0%MSFT2.8%

1.9%AAPL2.3%

1.7%GOOGL2.0%

1.7%META1.8%

Held in common9.0%

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

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

JEPI vs SSUS

JEPI

JPMorgan Equity Premium Income

$14,635

SSUS

Strategy Shares Day Hagan Smart Sector

$16,343

MeasureJEPISSUS

Fee0.35%0.77%

Cost on $10k a year$35$77

Yield7.83%0.45%

5 years, per year+7.9%+10.3%

3 years, per year+12.6%+20.2%

Worst drop · 1Y−6.7%−9.0%

Volatility · 1Y8.1%13.7%

4–2measures won
JEPI first

9.0%

holdings shared

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

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

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

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: JEPI, SSUS

Today

9.0%most shared, JEPI and SSUS

JEPISSUS

JEPI—9.0%

SSUS9.0%—

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SSUS$45 − $77 = −$32

KeptFee

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