JEPI vs SSUS

AJEPI

BSSUS

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SSUS $15,489

Lowest cost0.04%VYM · $4 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common8.9%JEPI and SSUS

JEPI

SSUS

JPMorgan Equity Premium Income ETF · $46.8BStrategy Shares Day Hagan Smart Sector ETF · $603M

+10.7%3 years · per year$13,562 · $16,517+18.2%

+7.1%5 years · per year$14,118 · $15,489+9.1%

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

8.09%12-mo yield$809 · $46 on $10k0.46%

−6.7%Worst dropSmaller wins−9.0%

8.8%VolatilityLower wins14.5%

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%

1.6%META1.8%

Held in common8.9%

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.46%	+0.4%	+10.8%	+11.3%	+18.2%	+9.1%	−9.0%	$603M
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.46%	+0.4%	+10.8%	+11.3%	+18.2%	+9.1%	−9.0%	$603M
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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

$14,118

SSUS

Strategy Shares Day Hagan Smart Sector

$15,489

MeasureJEPISSUS

Fee0.35%0.77%

Cost on $10k a year$35$77

Yield8.09%0.46%

5 years, per year+7.1%+9.1%

3 years, per year+10.7%+18.2%

Worst drop · 1Y−6.7%−9.0%

Volatility · 1Y8.8%14.5%

4–2measures won
JEPI first

8.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPI, SSUS, VYM, CGDV

Today

27.1%most shared, JEPI and CGDV

JEPISSUSVYMCGDV

JEPI—8.9%25.3%27.1%

SSUS8.9%—0.0%10.5%

VYM25.3%0.0%—22.8%

CGDV27.1%10.5%22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

SSUS$46 − $77 = −$31

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee