Compare · 3 funds side by side · dividends reinvested

SCHD, ORCS and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,027DGRO · best of the three

02 / 04

SCHD, ORCS and DGRO, 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%$121B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.8

Direxion Daily ORCL Bear 1X ETFSingle-Stock Leverage0.99%1.92%+18.1%[…][…][…][…][…]$8M2.3

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: SCHD 2011 · ORCS 2025 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

ORCS

Direxion Daily ORCL Bear 1X ETF · $8M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureORCS

+32.8%Year to dateJan 1 → Nov 3+18.1%

+37.6%1 yearTotal return[…]

+21.2%3 years · per year$10,000 became $17,784 · […][…]

+10.3%5 years · per year$10,000 became $16,352 · […][…]

0.06%Expense ratio$6 · $99 a year on $10k · lower is better0.99%

2.97%Trailing 12-mo yield$297 · $192 a year on $10k1.92%

−6.9%Worst dropSmaller is better[…]

11.4%VolatilityLower is calmer[…]

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

3–0SCHD wins

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

More Ways to See the Pairs

SCHD vs ORCS: Top 5 Holdings

Today

SCHD

21.4%in top 5

ORCS

in top 5[…]

SCHDStockORCS

4.6%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.2%HDnot top 5

Held in common[…]

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

SCHD vs ORCS Returns, Every Period

SchwabSCHD

+37.6%

past year

ORCSDirexion

[…]

past year

SCHDORCSFaded: behind in that period

1–0SCHD wins

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

Income vs Single-Stock Leverage: SCHD vs ORCS

YTD

SchwabSCHD

+32.8%

ORCSDirexion

+18.1%

+32.8%Year to date+18.1%

−6.9%Worst drop · 1Y[…]

11.4%Volatility · 1Y[…]

3.0%Yield1.9%

$121BAssets$7.6M

2–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, ORCS, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

ORCS0.99%$99

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

Yields: SCHD, ORCS, DGRO

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

ORCS1.92%$192

DGRO1.85%$185

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

ORCS$192 − $99 = $93

KeptFee

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

Overlap: SCHD, ORCS, DGRO

Today

21.0%most shared, SCHD and DGRO

SCHDORCSDGRO

SCHD—[…]21.0%

ORCS[…]—[…]

DGRO21.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

DGROWorst drop−6.5%9.5% vol

SCHDWorst drop−6.9%11.4% vol

ORCSWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDORCS

+32.8%Year to date+18.1%

3.0%Yield1.9%

+37.6%Past year[…]

0.06%Fee0.99%

3–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

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