JEPI vs SSUS

AJEPI

BSSUS

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SSUS $15,472

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 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

+11.0%3 years · per year$13,674 · $16,456+18.1%

+7.1%5 years · per year$14,108 · $15,472+9.1%

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

8.09%12-mo yield$809 · $47 on $10k0.47%

−6.7%Worst dropSmaller wins−9.0%

8.8%VolatilityLower wins14.5%

4–2JEPI wins

$10,000 · 5 yearsAll three, one 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 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 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	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
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

All Three

5Y3 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	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
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

JEPI vs SSUS

JEPI

JPMorgan Equity Premium Income

$14,108

SSUS

Strategy Shares Day Hagan Smart Sector

$15,472

MeasureJEPISSUS

Fee0.35%0.77%

Cost on $10k a year$35$77

Yield8.09%0.47%

5 years, per year+7.1%+9.1%

3 years, per year+11.0%+18.1%

Worst drop · 1Y−6.7%−9.0%

Volatility · 1Y8.8%14.5%

4–2measures won
JEPI first

9.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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: JEPI, SSUS, SCHD

Today

9.0%most shared, JEPI and SSUS

JEPISSUSSCHD

JEPI—9.0%8.1%

SSUS9.0%—0.0%

SCHD8.1%0.0%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

SSUS$47 − $77 = −$30

KeptFee

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