Compare · 3 funds side by side · dividends reinvested

ORCS, DGRO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

ORCS, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.6

Direxion Daily ORCL Bear 1X ETFSingle-Stock Leverage0.99%1.89%+20.2%[…][…][…][…][…]$7M2.7

Rank among the three1st → 3rdFee, 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: ORCS 2025 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily ORCL Bear 1X ETF · $7M[…]

ORCS

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested

ORCSMeasureDGRO

+20.2%Year to dateJan 1 → Nov 5+20.6%

[…]1 yearTotal return+24.5%

[…]3 years · per year$10,000 became […] · $18,408+22.6%

[…]5 years · per year$10,000 became […] · $17,573+11.9%

0.99%Expense ratio$99 · $8 a year on $10k · lower is better0.08%

1.89%Trailing 12-mo yield$189 · $181 a year on $10k1.81%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer9.7%

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

1–2DGRO wins

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

More Ways to See the Pairs

ORCS vs DGRO: Top 5 Holdings

Today

ORCS

[…]in top 5

DGRO

in top 514.9%

ORCSStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common[…]

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

ORCS vs DGRO Returns, Every Period

DirexionORCS

[…]

past year

DGROiShares

+24.5%

past year

ORCSDGROFaded: behind in that period

0–1DGRO wins

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

Single-Stock Leverage vs Income: ORCS vs SCHD

YTD

DirexionORCS

+20.2%

SCHDSchwab

+35.3%

+20.2%Year to date+35.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.5%

1.9%Yield2.9%

$7.0MAssets$123B

2–0SCHD wins

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

Cost, Income and Risk

Fees: ORCS, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

ORCS0.99%$99

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

Yields: ORCS, DGRO, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ORCS1.89%$189

DGRO1.81%$181

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

ORCS$189 − $99 = $90

KeptFee

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

Overlap: ORCS, DGRO, SCHD

Today

21.1%most shared, DGRO and SCHD

ORCSDGROSCHD

ORCS—[…][…]

DGRO[…]—21.1%

SCHD[…]21.1%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

DGROWorst drop−6.5%9.7% vol

SCHDWorst drop−6.9%11.5% vol

ORCSWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDDGRO

+35.3%Year to date+20.6%

2.9%Yield1.8%

+41.6%Past year+24.5%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026