JEPQ vs SSUS

AJEPQ

BSSUS

Measures won4–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · SSUS $15,472

Lowest cost0.04%VIG · $4 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common9.1%JEPQ and SSUS

JEPQ

SSUS

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BStrategy Shares Day Hagan Smart Sector ETF · $603M

+20.3%3 years · per year$17,406 · $16,456+18.1%

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

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

12.17%12-mo yield$1,217 · $47 on $10k0.47%

−8.8%Worst dropSmaller wins−9.0%

15.5%VolatilityLower wins14.5%

4–1JEPQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · SSUS

6.0%MSFT2.8%

7.1%AAPL2.3%

6.8%NVDA2.1%

2.7%META1.8%

Held in common9.1%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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%	$603M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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%	$603M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

JEPQ vs SSUS

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SSUS

Strategy Shares Day Hagan Smart Sector

$15,472

MeasureJEPQSSUS

Fee0.35%0.77%

Cost on $10k a year$35$77

Yield12.17%0.47%

5 years, per year[…]+9.1%

3 years, per year+20.3%+18.1%

Worst drop · 1Y−8.8%−9.0%

Volatility · 1Y15.5%14.5%

4–1measures won
JEPQ first

9.1%

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: JEPQ, SSUS, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

JEPQSSUSCGDVVIG

JEPQ—9.1%29.0%26.3%

SSUS9.1%—10.4%5.1%

CGDV29.0%10.4%—29.5%

VIG26.3%5.1%29.5%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

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