JEPQ vs SSUS

AJEPQ

BSSUS

Measures won2–3SSUS wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common9.1%JEPQ and SSUS

JEPQ

SSUS

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BStrategy Shares Day Hagan Smart Sector ETF · $577M

+17.4%3 years · per year$16,202 · $16,517+18.2%

[…]5 years · per year[…] · $15,489+9.1%

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

12.79%12-mo yield$1,279 · $46 on $10k0.46%

−11.5%Worst dropSmaller wins−9.0%

16.7%VolatilityLower wins14.5%

2–3SSUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · SSUS

6.1%MSFT2.8%

7.4%AAPL2.4%

6.6%NVDA2.0%

2.8%META1.8%

Held in common9.1%

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	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%	$577M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	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%	$577M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

JEPQ vs SSUS

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SSUS

Strategy Shares Day Hagan Smart Sector

$15,489

MeasureJEPQSSUS

Fee0.35%0.77%

Cost on $10k a year$35$77

Yield12.79%0.46%

5 years, per year[…]+9.1%

3 years, per year+17.4%+18.2%

Worst drop · 1Y−11.5%−9.0%

Volatility · 1Y16.7%14.5%

3–2measures won
SSUS first

9.1%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: JEPQ, SSUS, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

JEPQSSUSDGROSCHD

JEPQ—9.1%19.6%3.8%

SSUS9.1%—5.2%0.0%

DGRO19.6%5.2%—21.3%

SCHD3.8%0.0%21.3%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

SSUS$46 − $77 = −$31

KeptFee

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