JEPI vs SSUS

AJEPI

BSSUS

Measures won4–2JEPI 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−6.7%JEPI · worst fall in 1Y

Held in common9.1%JEPI and SSUS

JEPI

SSUS

JPMorgan Equity Premium Income ETF · $45.2BStrategy Shares Day Hagan Smart Sector ETF · $577M

+11.0%3 years · per year$13,679 · $16,779+18.8%

+7.6%5 years · per year$14,448 · $15,797+9.6%

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

7.93%12-mo yield$793 · $45 on $10k0.45%

−6.7%Worst dropSmaller wins−9.0%

9.0%VolatilityLower wins14.6%

4–2JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · SSUS

2.0%MSFT2.8%

2.0%AAPL2.4%

1.7%GOOGL2.1%

1.7%NVDA2.1%

Held in common9.1%

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
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

JEPI vs SSUS

JEPI

JPMorgan Equity Premium Income

$14,448

SSUS

Strategy Shares Day Hagan Smart Sector

$15,797

MeasureJEPISSUS

Fee0.35%0.77%

Cost on $10k a year$35$77

Yield7.93%0.45%

5 years, per year+7.6%+9.6%

3 years, per year+11.0%+18.8%

Worst drop · 1Y−6.7%−9.0%

Volatility · 1Y9.0%14.6%

4–2measures won
JEPI first

9.1%

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

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: JEPI, SSUS, SCHD, JEPQ

Today

27.5%most shared, JEPI and JEPQ

JEPISSUSSCHDJEPQ

JEPI—9.1%8.4%27.5%

SSUS9.1%—0.0%9.1%

SCHD8.4%0.0%—3.8%

JEPQ27.5%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

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

SSUS$45 − $77 = −$32

KeptFee

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