SSUS vs CGDV

ASSUS

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · SSUS $15,472

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common10.4%SSUS and CGDV

SSUS

CGDV

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

+18.1%3 years · per year$16,456 · $19,064+24.0%

+9.1%5 years · per year$15,472 · […][…]

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

0.47%12-mo yield$47 · $127 on $10k1.27%

−9.0%Worst dropSmaller wins−9.7%

14.5%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSUS · CGDV

2.8%MSFT7.0%

2.1%NVDA6.1%

2.3%AAPL1.9%

1.8%META3.8%

Held in common10.4%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	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
3	BCGDV	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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	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
3	BCGDV	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 CGDV

SSUS

Strategy Shares Day Hagan Smart Sector

$15,472

CGDV

Capital Group Dividend Value

[…]

MeasureSSUSCGDV

Fee0.77%0.33%

Cost on $10k a year$77$33

Yield0.47%1.27%

5 years, per year+9.1%[…]

3 years, per year+18.1%+24.0%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y14.5%13.4%

4–1measures won
CGDV first

10.4%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

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

Overlap: VIG, SSUS, CGDV

Today

29.5%most shared, VIG and CGDV

VIGSSUSCGDV

VIG—5.1%29.5%

SSUS5.1%—10.4%

CGDV29.5%10.4%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

SSUS$47 − $77 = −$30

KeptFee

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