JEPQ vs SSUS

AJEPQ

BSSUS

Measures won2–3SSUS 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%JEPQ and SSUS

JEPQ

SSUS

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

+18.2%3 years · per year$16,495 · $16,779+18.8%

[…]5 years · per year[…] · $15,797+9.6%

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

12.39%12-mo yield$1,239 · $45 on $10k0.45%

−11.5%Worst dropSmaller wins−9.0%

16.9%VolatilityLower wins14.6%

2–3SSUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · SSUS

6.0%MSFT2.8%

7.3%AAPL2.4%

6.7%NVDA2.1%

2.8%META1.8%

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	JEPI	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	AJEPQ	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	JEPI	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	AJEPQ	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

JEPQ vs SSUS

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SSUS

Strategy Shares Day Hagan Smart Sector

$15,797

MeasureJEPQSSUS

Fee0.35%0.77%

Cost on $10k a year$35$77

Yield12.39%0.45%

5 years, per year[…]+9.6%

3 years, per year+18.2%+18.8%

Worst drop · 1Y−11.5%−9.0%

Volatility · 1Y16.9%14.6%

3–2measures won
SSUS 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: JEPQ, SSUS, JEPI, SCHD

Today

27.5%most shared, JEPQ and JEPI

JEPQSSUSJEPISCHD

JEPQ—9.1%27.5%3.8%

SSUS9.1%—9.1%0.0%

JEPI27.5%9.1%—8.4%

SCHD3.8%0.0%8.4%—

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