SCHD vs SSUS

ASCHD

BSSUS

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SSUS $16,343

Lowest cost0.06%SCHD · $6 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common0.0%SCHD and SSUS

SCHD

SSUS

Schwab U.S. Dividend Equity ETF · $123BStrategy Shares Day Hagan Smart Sector ETF · $600M

+21.4%3 years · per year$17,908 · $17,386+20.2%

+11.0%5 years · per year$16,881 · $16,343+10.3%

0.06%Expense ratio$6 · $77 on $10k · lower wins0.77%

2.91%12-mo yield$291 · $45 on $10k0.45%

−6.9%Worst dropSmaller wins−9.0%

11.5%VolatilityLower wins13.7%

6–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SSUS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.45%	+1.3%	+15.7%	+15.3%	+20.2%	+10.3%	−9.0%	$600M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.45%	+1.3%	+15.7%	+15.3%	+20.2%	+10.3%	−9.0%	$600M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SSUS

SCHD

Schwab U.S. Dividend Equity

$16,881

SSUS

Strategy Shares Day Hagan Smart Sector

$16,343

MeasureSCHDSSUS

Fee0.06%0.77%

Cost on $10k a year$6$77

Yield2.91%0.45%

5 years, per year+11.0%+10.3%

3 years, per year+21.4%+20.2%

Worst drop · 1Y−6.9%−9.0%

Volatility · 1Y11.5%13.7%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, SSUS, JEPI

Today

8.9%most shared, SSUS and JEPI

SCHDSSUSJEPI

SCHD—0.0%8.2%

SSUS0.0%—8.9%

JEPI8.2%8.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SCHD$291 − $6 = $285

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee