Compare · 3 funds side by side · dividends reinvested

FAS, DGRO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

FAS, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Direxion Daily Financial Bull 3X ETFLeveraged · 3x0.92%8.67%+1.7%+13.8%+51.5%+6.2%−40.9%45.2%$2.3B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: FAS 2008 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Financial Bull 3X ETF · $2.3B$13,483

FAS

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,835

$10,000 five years ago, dividends reinvested · they hold 13.1% in common

FASMeasureDGRO

+1.7%Year to dateJan 1 → Nov 6+16.6%

+13.8%1 yearTotal return+20.3%

+51.5%3 years · per year$10,000 became $34,756 · $17,593+20.7%

+6.2%5 years · per year$10,000 became $13,483 · $16,835+11.0%

0.92%Expense ratio$92 · $8 a year on $10k · lower is better0.08%

8.67%Trailing 12-mo yield$867 · $187 a year on $10k1.87%

−40.9%Worst dropSmaller is better−6.5%

45.2%VolatilityLower is calmer10.2%

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

2–6DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FAS vs DGRO: Top 5 Holdings

Today

FAS

9.3%in top 5

DGRO

in top 515.0%

FASStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

2.8%BRK-Bnot top 5

not top 5JNJ2.8%

2.4%JPMnot top 5

1.9%Vnot top 5

1.4%MAnot top 5

0.9%BACnot top 5

Held in common13.1%

End-of-day Nov 6, 2026 · share of each fund

FAS vs DGRO Returns, Every Period

DirexionFAS

+6.2%

5 years, per year

DGROiShares

+11.0%

5 years, per year

FASDGROFaded: behind in that period

1–3DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: FAS vs SCHD

YTD

DirexionFAS

+1.7%

SCHDSchwab

+31.4%

+1.7%Year to date+31.4%

−40.9%Worst drop · 1Y−6.9%

45.2%Volatility · 1Y11.7%

8.7%Yield3.0%

$2.3BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FAS, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

FAS0.92%$92

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FAS, DGRO, SCHD

8.67%highest, FAS

FundTrailing yieldYield$10k

FAS8.67%$867

SCHD3.00%$300

DGRO1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$775most kept, FAS

FAS$867 − $92 = $775

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FAS, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

FASDGROSCHD

FAS—13.1%0.7%

DGRO13.1%—21.3%

SCHD0.7%21.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

FASWorst drop−40.9%45.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FASSCHD

+1.7%Year to date+31.4%

8.7%Yield3.0%

+13.8%Past year+37.0%

0.92%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026