Compare · 3 funds side by side · dividends reinvested

ERX, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$39,492ERX · best of the three

02 / 04

ERX, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.9

Direxion Daily Energy Bull 2X ETFLeveraged · 2x0.91%1.19%+111.1%+118.0%+29.1%+31.6%−30.0%45.4%$269M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ERX 2008 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Energy Bull 2X ETF · $269M$39,492

ERX

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

ERXMeasureSCHD

+111.1%Year to dateJan 1 → Nov 3+32.8%

+118.0%1 yearTotal return+37.6%

+29.1%3 years · per year$10,000 became $21,522 · $17,784+21.2%

+31.6%5 years · per year$10,000 became $39,492 · $16,352+10.3%

0.91%Expense ratio$91 · $6 a year on $10k · lower is better0.06%

1.19%Trailing 12-mo yield$119 · $297 a year on $10k2.97%

−30.0%Worst dropSmaller is better−6.9%

45.4%VolatilityLower is calmer11.4%

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

4–4Level

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

More Ways to See the Pairs

ERX vs SCHD: Top 5 Holdings

Today

ERX

17.4%in top 5

SCHD

in top 521.4%

ERXStockSCHD

7.2%XOMnot top 5

5.4%CVX4.2%

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5HD4.2%

2.1%COPnot top 5

1.4%MPCnot top 5

1.4%PSXnot top 5

Held in common10.5%

End-of-day Nov 3, 2026 · share of each fund

ERX vs SCHD Returns, Every Period

DirexionERX

+31.6%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

ERXSCHDFaded: behind in that period

4–0ERX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: ERX vs SCHD

YTD

DirexionERX

+111.1%

SCHDSchwab

+32.8%

+111.1%Year to date+32.8%

−30.0%Worst drop · 1Y−6.9%

45.4%Volatility · 1Y11.4%

1.2%Yield3.0%

$269MAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ERX, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

ERX0.91%$91

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ERX, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

ERX1.19%$119

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

ERX$119 − $91 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ERX, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

ERXSCHDVIG

ERX—10.5%3.5%

SCHD10.5%—14.5%

VIG3.5%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+118.0%ERX, at 45.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

ERXWorst drop−30.0%45.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDERX

+32.8%Year to date+111.1%

3.0%Yield1.2%

+37.6%Past year+118.0%

0.06%Fee0.91%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026