SSUS vs JEPQ

ASSUS

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,063SSUS · JEPI $14,322

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common8.8%SSUS and JEPQ

SSUS

JEPQ

Strategy Shares Day Hagan Smart Sector ETF · $643MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+20.2%3 years · per year$17,349 · $17,450+20.4%

+9.9%5 years · per year$16,063 · […][…]

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

0.45%12-mo yield$45 · $1,228 on $10k12.28%

−9.0%Worst dropSmaller wins−8.8%

13.7%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSUS · JEPQ

2.6%MSFT5.5%

2.3%AAPL6.9%

2.2%NVDA6.9%

1.8%META2.6%

Held in common8.8%

End-of-day Nov 3, 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%	0.45%	+0.2%	+14.2%	+13.8%	+20.2%	+9.9%	−9.0%	$643M
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 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%	0.45%	+0.2%	+14.2%	+13.8%	+20.2%	+9.9%	−9.0%	$643M
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

SSUS vs JEPQ

SSUS

Strategy Shares Day Hagan Smart Sector

$16,063

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSSUSJEPQ

Fee0.77%0.35%

Cost on $10k a year$77$35

Yield0.45%12.28%

5 years, per year+9.9%[…]

3 years, per year+20.2%+20.4%

Worst drop · 1Y−9.0%−8.8%

Volatility · 1Y13.7%15.5%

4–1measures won
JEPQ first

8.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SSUS, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

SSUSJEPQJEPI

SSUS—8.8%8.5%

JEPQ8.8%—26.6%

JEPI8.5%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee