SSUS vs JEPI

ASSUS

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,472SSUS · JEPI $14,108

Lowest cost0.33%CGDV · $33 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common9.0%SSUS and JEPI

SSUS

JEPI

Strategy Shares Day Hagan Smart Sector ETF · $600MJPMorgan Equity Premium Income ETF · $46.1B

+18.1%3 years · per year$16,456 · $13,674+11.0%

+9.1%5 years · per year$15,472 · $14,108+7.1%

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

0.47%12-mo yield$47 · $809 on $10k8.09%

−9.0%Worst dropSmaller wins−6.7%

14.5%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSUS · JEPI

2.8%MSFT2.0%

2.3%AAPL1.9%

2.0%GOOGL1.7%

1.8%META1.7%

Held in common9.0%

End-of-day Nov 5, 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	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$600M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#
1	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$600M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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

$15,472

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureSSUSJEPI

Fee0.77%0.35%

Cost on $10k a year$77$35

Yield0.47%8.09%

5 years, per year+9.1%+7.1%

3 years, per year+18.1%+11.0%

Worst drop · 1Y−9.0%−6.7%

Volatility · 1Y14.5%8.8%

4–2measures won
JEPI first

9.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SSUS, JEPI, CGDV

Today

27.2%most shared, JEPI and CGDV

SSUSJEPICGDV

SSUS—9.0%10.4%

JEPI9.0%—27.2%

CGDV10.4%27.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CGDV$127 − $33 = $94

SSUS$47 − $77 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee