Compare · 2 funds side by side · dividends reinvested

ROM and SCHD

ROMProShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,582ROM · best of the two

02 / 04

ROM 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%$121B1.3

ProShares - Ultra TechnologyLeveraged · 2x0.93%0.03%+35.2%+21.2%+49.5%+17.7%−31.3%54.8%$1.1B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: ROM 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Technology · $1.1B$22,582

ROM

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

ROMMeasureSCHD

+35.2%Year to dateJan 1 → Nov 4+35.3%

+21.2%1 yearTotal return+41.6%

+49.5%3 years · per year$10,000 became $33,421 · $17,908+21.4%

+17.7%5 years · per year$10,000 became $22,582 · $16,881+11.0%

0.93%Expense ratio$93 · $6 a year on $10k · lower is better0.06%

0.03%Trailing 12-mo yield$3 · $291 a year on $10k2.91%

−31.3%Worst dropSmaller is better−6.9%

54.8%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROM vs SCHD: Top 5 Holdings

Today

ROM

33.4%in top 5

SCHD

in top 521.6%

ROMStockSCHD

9.8%NVDAnot top 5

9.5%AAPLnot top 5

7.6%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.3%IQMMnot top 5

3.1%AVGOnot top 5

Held in common2.5%

End-of-day Nov 4, 2026 · share of each fund

ROM vs SCHD Returns, Every Period

ProSharesROM

+17.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

ROMSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: ROM vs SCHD

YTD

ProSharesROM

+35.2%

SCHDSchwab

+35.3%

+35.2%Year to date+35.3%

−31.3%Worst drop · 1Y−6.9%

54.8%Volatility · 1Y11.5%

0.0%Yield2.9%

$1.1BAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ROM0.93%$93

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ROM, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ROM0.03%$3

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ROM$3 − $93 = −$90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ROM, SCHD

Today

2.5%most shared, ROM and SCHD

ROMSCHD

ROM—2.5%

SCHD2.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

ROMWorst drop−31.3%54.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDROM

+35.3%Year to date+35.2%

2.9%Yield0.0%

+41.6%Past year+21.2%

0.06%Fee0.93%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026