SSUS vs CGDV

ASSUS

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · SSUS $16,343

Lowest cost0.08%DGRO · $8 on $10k

Most income1.81%DGRO · $181 on $10k

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

Held in common10.3%SSUS and CGDV

SSUS

CGDV

Strategy Shares Day Hagan Smart Sector ETF · $600MCapital Group Dividend Value ETF · $39.0B

+20.2%3 years · per year$17,386 · $20,044+26.1%

+10.3%5 years · per year$16,343 · […][…]

0.77%Expense ratio$77 · $33 on $10k · lower wins0.33%

0.45%12-mo yield$45 · $122 on $10k1.22%

−9.0%Worst dropSmaller wins−9.7%

13.7%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSUS · CGDV

2.6%MSFT6.6%

2.2%NVDA6.3%

2.2%AAPL1.9%

1.8%META3.8%

Held in common10.3%

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	ASSUS	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	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	ASSUS	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	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

SSUS vs CGDV

SSUS

Strategy Shares Day Hagan Smart Sector

$16,343

CGDV

Capital Group Dividend Value

[…]

MeasureSSUSCGDV

Fee0.77%0.33%

Cost on $10k a year$77$33

Yield0.45%1.22%

5 years, per year+10.3%[…]

3 years, per year+20.2%+26.1%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y13.7%12.6%

4–1measures won
CGDV first

10.3%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: SSUS, CGDV, DGRO

Today

28.4%most shared, CGDV and DGRO

SSUSCGDVDGRO

SSUS—10.3%4.9%

CGDV10.3%—28.4%

DGRO4.9%28.4%—

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

CGDV$122 − $33 = $89

SSUS$45 − $77 = −$32

KeptFee

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