Compare · 2 funds side by side · dividends reinvested

AAPU and SCHD

AAPUDirexion×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

AAPU and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily AAPL Bull 2X SharesSingle-Stock Leverage0.96%6.31%+41.0%+40.5%+37.0%[…]−28.9%49.8%$125M1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AAPU 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily AAPL Bull 2X Shares · $125M[…]

AAPU

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AAPUMeasureSCHD

+41.0%Year to dateJan 1 → Nov 5+32.3%

+40.5%1 yearTotal return+38.7%

+37.0%3 years · per year$10,000 became $25,729 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.96%Expense ratio$96 · $6 a year on $10k · lower is better0.06%

6.31%Trailing 12-mo yield$631 · $298 a year on $10k2.98%

−28.9%Worst dropSmaller is better−6.9%

49.8%VolatilityLower is calmer11.7%

AAPUSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3AAPU wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AAPU vs SCHD: Top 5 Holdings

Today

AAPU

7.3%in top 5

SCHD

in top 521.7%

AAPUStockSCHD

7.3%AAPLnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

AAPU vs SCHD Returns, Every Period

DirexionAAPU

+40.5%

past year

SCHDSchwab

+38.7%

past year

AAPUSCHDFaded: behind in that period

3–0AAPU wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: AAPU vs SCHD

YTD

DirexionAAPU

+41.0%

SCHDSchwab

+32.3%

+41.0%Year to date+32.3%

−28.9%Worst drop · 1Y−6.9%

49.8%Volatility · 1Y11.7%

6.3%Yield3.0%

$125MAssets$123B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AAPU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AAPU0.96%$96

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AAPU, SCHD

6.31%highest, AAPU

FundTrailing yieldYield$10k

AAPU6.31%$631

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$535most kept, AAPU

AAPU$631 − $96 = $535

SCHD$298 − $6 = $292

KeptFee

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

Overlap: AAPU, SCHD

Today

0.0%most shared, AAPU and SCHD

AAPUSCHD

AAPU—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+40.5%AAPU, at 49.8% volatility

SCHDWorst drop−6.9%11.7% vol

AAPUWorst drop−28.9%49.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AAPUSCHD

+41.0%Year to date+32.3%

6.3%Yield3.0%

+40.5%Past year+38.7%

0.96%Fee0.06%

3–1AAPU wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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