VYM vs SSUS

AVYM

BSSUS

Measures won6–0VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · SCHD $16,375

Lowest cost0.04%VYM · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.0%VYM and SSUS

VYM

SSUS

Vanguard High Dividend Yield ETF · $78.9BStrategy Shares Day Hagan Smart Sector ETF · $600M

+20.0%3 years · per year$17,266 · $16,456+18.1%

+11.2%5 years · per year$17,002 · $15,472+9.1%

0.04%Expense ratio$4 · $77 on $10k · lower wins0.77%

2.30%12-mo yield$230 · $47 on $10k0.47%

−6.7%Worst dropSmaller wins−9.0%

10.6%VolatilityLower wins14.5%

6–0VYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVYM · SSUS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Four

5Y4 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BSSUS	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
4	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 Four

5Y4 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BSSUS	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
4	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

VYM vs SSUS

VYM

Vanguard High Dividend Yield

$17,002

SSUS

Strategy Shares Day Hagan Smart Sector

$15,472

MeasureVYMSSUS

Fee0.04%0.77%

Cost on $10k a year$4$77

Yield2.30%0.47%

5 years, per year+11.2%+9.1%

3 years, per year+20.0%+18.1%

Worst drop · 1Y−6.7%−9.0%

Volatility · 1Y10.6%14.5%

6–0measures won
VYM first

0.0%

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

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

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: VYM, SSUS, CGDV, SCHD

Today

23.0%most shared, VYM and CGDV

VYMSSUSCGDVSCHD

VYM—0.0%23.0%21.9%

SSUS0.0%—10.4%0.0%

CGDV23.0%10.4%—5.8%

SCHD21.9%0.0%5.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

CGDV$127 − $33 = $94

SSUS$47 − $77 = −$30

KeptFee

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