SSUS vs CGDV

ASSUS

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common10.5%SSUS and CGDV

SSUS

CGDV

Strategy Shares Day Hagan Smart Sector ETF · $577MCapital Group Dividend Value ETF · $37.8B

+18.8%3 years · per year$16,779 · $18,934+23.7%

+9.6%5 years · per year$15,797 · […][…]

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

0.45%12-mo yield$45 · $124 on $10k1.24%

−9.0%Worst dropSmaller wins−9.7%

14.6%VolatilityLower wins13.5%

1–4CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSSUS · CGDV

2.8%MSFT6.9%

2.1%NVDA5.9%

2.4%AAPL2.0%

1.8%META4.1%

Held in common10.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.45%	+2.5%	+13.6%	+15.4%	+18.8%	+9.6%	−9.0%	$577M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.45%	+2.5%	+13.6%	+15.4%	+18.8%	+9.6%	−9.0%	$577M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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

$15,797

CGDV

Capital Group Dividend Value

[…]

MeasureSSUSCGDV

Fee0.77%0.33%

Cost on $10k a year$77$33

Yield0.45%1.24%

5 years, per year+9.6%[…]

3 years, per year+18.8%+23.7%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y14.6%13.5%

4–1measures won
CGDV first

10.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VIG, SSUS, CGDV, SCHD

Today

29.4%most shared, VIG and CGDV

VIGSSUSCGDVSCHD

VIG—5.1%29.4%14.5%

SSUS5.1%—10.5%0.0%

CGDV29.4%10.5%—5.8%

SCHD14.5%0.0%5.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee