Compare · 3 funds side by side · dividends reinvested

SCHD, SSG and DGRO

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

02 / 04

SCHD, SSG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.6

ProShares UltraShort SemiconductorsLeveraged · 2x1.33%5.36%−44.6%−43.2%−71.2%−62.3%−72.2%81.4%$50M2.8

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: SCHD 2011 · SSG 2007 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

SSG

ProShares UltraShort Semiconductors · $50M$76

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureSSG

+31.4%Year to dateJan 1 → Nov 6−44.6%

+37.0%1 yearTotal return−43.2%

+20.0%3 years · per year$10,000 became $17,266 · $239−71.2%

+10.2%5 years · per year$10,000 became $16,267 · $76−62.3%

0.06%Expense ratio$6 · $133 a year on $10k · lower is better1.33%

3.00%Trailing 12-mo yield$300 · $536 a year on $10k5.36%

−6.9%Worst dropSmaller is better−72.2%

11.7%VolatilityLower is calmer81.4%

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

7–1SCHD wins

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

More Ways to See the Pairs

SCHD vs SSG: Top 5 Holdings

Today

SCHD

21.4%in top 5

SSG

in top 575.6%

SCHDStockSSG

not top 5IQMM75.6%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common0.0%

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

SCHD vs SSG Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

SSGProShares

−62.3%

5 years, per year

SCHDSSGFaded: behind in that period

4–0SCHD wins

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

Income vs Leveraged: SCHD vs SSG

YTD

SchwabSCHD

+31.4%

SSGProShares

−44.6%

+31.4%Year to date−44.6%

−6.9%Worst drop · 1Y−72.2%

11.7%Volatility · 1Y81.4%

3.0%Yield5.4%

$120BAssets$49.7M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SSG, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SSG1.33%$133

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

Yields: SCHD, SSG, DGRO

5.36%highest, SSG

FundTrailing yieldYield$10k

SSG5.36%$536

SCHD3.00%$300

DGRO1.87%$187

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

Income After Fees on $10,000

$403most kept, SSG

SSG$536 − $133 = $403

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

KeptFee

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

Overlap: SCHD, SSG, DGRO

Today

21.3%most shared, SCHD and DGRO

SCHDSSGDGRO

SCHD—0.0%21.3%

SSG0.0%—0.0%

DGRO21.3%0.0%—

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

SSGWorst drop−72.2%81.4% vol

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

Paid More vs Made More

YTD

SSGSCHD

−44.6%Year to date+31.4%

5.4%Yield3.0%

−43.2%Past year+37.0%

1.33%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%

$44.7BAssets$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