SSUS vs JEPI

ASSUS

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,343SSUS · JEPI $14,635

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common8.9%SSUS and JEPI

SSUS

JEPI

Strategy Shares Day Hagan Smart Sector ETF · $643MJPMorgan Equity Premium Income ETF · $46.0B

+20.2%3 years · per year$17,386 · $14,269+12.6%

+10.3%5 years · per year$16,343 · $14,635+7.9%

0.77%Expense ratio$77 · $35 on $10k · lower wins0.35%

0.45%12-mo yield$45 · $783 on $10k7.83%

−9.0%Worst dropSmaller wins−6.7%

13.7%VolatilityLower wins8.1%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSUS · JEPI

2.6%MSFT1.9%

2.2%AAPL1.9%

2.2%NVDA1.7%

2.0%GOOGL1.7%

Held in common8.9%

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

Both

5Y2 funds

#			Trend
1	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%	$643M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.0B

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

Both

5Y2 funds

#			Trend
1	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%	$643M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.0B

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 JEPI

SSUS

Strategy Shares Day Hagan Smart Sector

$16,343

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureSSUSJEPI

Fee0.77%0.35%

Cost on $10k a year$77$35

Yield0.45%7.83%

5 years, per year+10.3%+7.9%

3 years, per year+20.2%+12.6%

Worst drop · 1Y−9.0%−6.7%

Volatility · 1Y13.7%8.1%

4–2measures won
JEPI first

8.9%

holdings shared

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

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SSUS, JEPI

Today

8.9%most shared, SSUS and JEPI

SSUSJEPI

SSUS—8.9%

JEPI8.9%—

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

SSUS$45 − $77 = −$32

KeptFee

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