Compare · 2 funds side by side · dividends reinvested

SSO and SCHD

SSOProShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,240SSO · best of the two

02 / 04

SSO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

ProShares - Ultra S&P500Leveraged · 2x0.88%0.75%+10.3%+11.9%+37.0%+14.0%−18.2%27.1%$8.4B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: SSO 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra S&P500 · $8.4B$19,240

SSO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

SSOMeasureSCHD

+10.3%Year to dateJan 1 → Nov 5+32.3%

+11.9%1 yearTotal return+38.7%

+37.0%3 years · per year$10,000 became $25,723 · $17,414+20.3%

+14.0%5 years · per year$10,000 became $19,240 · $16,375+10.4%

0.88%Expense ratio$88 · $6 a year on $10k · lower is better0.06%

0.75%Trailing 12-mo yield$75 · $298 a year on $10k2.98%

−18.2%Worst dropSmaller is better−6.9%

27.1%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

SSO vs SCHD: Top 5 Holdings

Today

SSO

33.6%in top 5

SCHD

in top 521.7%

SSOStockSCHD

17.4%IQMMnot top 5

4.9%AAPLnot top 5

not top 5TXN4.7%

4.7%NVDAnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%MSFTnot top 5

2.5%AMZNnot top 5

Held in common5.4%

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

SSO vs SCHD Returns, Every Period

ProSharesSSO

+14.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SSOSCHDFaded: behind in that period

2–2Level

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

Leveraged vs Income: SSO vs SCHD

YTD

ProSharesSSO

+10.3%

SCHDSchwab

+32.3%

+10.3%Year to date+32.3%

−18.2%Worst drop · 1Y−6.9%

27.1%Volatility · 1Y11.7%

0.7%Yield3.0%

$8.4BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SSO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SSO0.88%$88

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

Yields: SSO, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SSO0.75%$75

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SSO$75 − $88 = −$13

KeptFee

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

Overlap: SSO, SCHD

Today

5.4%most shared, SSO and SCHD

SSOSCHD

SSO—5.4%

SCHD5.4%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SSOWorst drop−18.2%27.1% vol

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

Paid More vs Made More

YTD

SCHDSSO

+32.3%Year to date+10.3%

3.0%Yield0.7%

+38.7%Past year+11.9%

0.06%Fee0.88%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026