JEPQ vs SSUS

AJEPQ

BSSUS

Measures won2–3SSUS wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SSUS $15,489

Lowest cost0.04%VYM · $4 on $10k

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

Smallest drop−6.7%VYM · 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 · $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	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%	$577M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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%	$577M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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%

$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: JEPQ, SSUS, VYM, CGDV

Today

28.8%most shared, JEPQ and CGDV

JEPQSSUSVYMCGDV

JEPQ—9.1%12.1%28.8%

SSUS9.1%—0.0%10.5%

VYM12.1%0.0%—22.8%

CGDV28.8%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

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

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