Compare · 2 funds side by side · dividends reinvested

DFEN and SCHD

DFENDirexion×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$27,728DFEN · best of the two

02 / 04

DFEN and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

Direxion Daily Aerospace & Defense Bull 3X SharesLeveraged · 3x0.96%12.83%−31.3%−30.7%+49.9%+22.6%−55.5%71.6%$282M1.6

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: DFEN 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Aerospace & Defense Bull 3X Shares · $282M$27,728

DFEN

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

DFENMeasureSCHD

−31.3%Year to dateJan 1 → Nov 5+32.3%

−30.7%1 yearTotal return+38.7%

+49.9%3 years · per year$10,000 became $33,700 · $17,414+20.3%

+22.6%5 years · per year$10,000 became $27,728 · $16,375+10.4%

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

12.83%Trailing 12-mo yield$1,283 · $298 a year on $10k2.98%

−55.5%Worst dropSmaller is better−6.9%

71.6%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

DFEN vs SCHD: Top 5 Holdings

Today

DFEN

11.9%in top 5

SCHD

in top 521.7%

DFENStockSCHD

not top 5TXN4.7%

4.6%GEnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.6%RTXnot top 5

1.5%BAnot top 5

1.1%LMTnot top 5

1.1%TDGnot top 5

Held in common1.1%

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

DFEN vs SCHD Returns, Every Period

DirexionDFEN

+22.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DFENSCHDFaded: behind in that period

2–2Level

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

Leveraged vs Income: DFEN vs SCHD

YTD

DirexionDFEN

−31.3%

SCHDSchwab

+32.3%

−31.3%Year to date+32.3%

−55.5%Worst drop · 1Y−6.9%

71.6%Volatility · 1Y11.7%

12.8%Yield3.0%

$282MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: DFEN, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFEN0.96%$96

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

Yields: DFEN, SCHD

12.83%highest, DFEN

FundTrailing yieldYield$10k

DFEN12.83%$1,283

SCHD2.98%$298

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

Income After Fees on $10,000

$1,187most kept, DFEN

DFEN$1,283 − $96 = $1,187

SCHD$298 − $6 = $292

KeptFee

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

Overlap: DFEN, SCHD

Today

1.1%most shared, DFEN and SCHD

DFENSCHD

DFEN—1.1%

SCHD1.1%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DFENWorst drop−55.5%71.6% vol

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

Paid More vs Made More

YTD

DFENSCHD

−31.3%Year to date+32.3%

12.8%Yield3.0%

−30.7%Past year+38.7%

0.96%Fee0.06%

3–1SCHD 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