Compare · 3 funds side by side · dividends reinvested

TBXU, SCHD and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,513VIG · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

TBXU, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B2.0

Direxion Daily Biotech Top 5 Bull 2X ETFLeveraged · An index6.27%1.60%+55.5%+56.8%[…][…]−26.5%45.6%$4M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: TBXU 2025 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily Biotech Top 5 Bull 2X ETF · $4M[…]

TBXU

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

TBXU

More Ways to See the Pairs

TBXU vs SCHD: Top 5 Holdings

Today

TBXU

22.7%in top 5

SCHD

in top 521.8%

TBXUStockSCHD

4.9%AMGN4.1%

4.9%REGNnot top 5

not top 5TXN4.8%

4.7%GILDnot top 5

not top 5PG

Cost, Income and Risk

Fees: TBXU, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

TBXU6.27%$627

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: TBXU, SCHD, VIG

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SCHD

+55.5%Year to dateJan 1 → Nov 13+34.9%

+56.8%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

6.27%Expense ratio$627 · $6 a year on $10k · lower is better0.06%

1.60%Trailing 12-mo yield$160 · $292 a year on $10k2.92%

−26.5%Worst dropSmaller is better−6.9%

45.6%VolatilityLower is calmer11.7%

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

2–4SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

not top 5KO4.3%

not top 5HD4.2%

4.2%VRTXnot top 5

3.9%ARGXnot top 5

Held in common4.1%

End-of-day Nov 13, 2026 · share of each fund

TBXU vs SCHD Returns, Every Period

1Y

DirexionTBXU

+56.8%

past year

SCHDSchwab

+37.5%

past year

TBXUSCHDFaded: behind in that period

2–0TBXU wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: TBXU vs SCHD

YTD

DirexionTBXU

+55.5%

SCHDSchwab

+34.9%

+55.5%Year to date+34.9%

−26.5%Worst drop · 1Y−6.9%

45.6%Volatility · 1Y11.7%

1.6%Yield2.9%

$3.6MAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

TBXU1.60%$160

VIG1.45%$145

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

VIG$145 − $4 = $141

TBXU$160 − $627 = −$467

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: TBXU, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

TBXUSCHDVIG

TBXU—4.1%1.8%

SCHD4.1%—14.5%

VIG1.8%14.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+56.8%TBXU, at 45.6% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

TBXUWorst drop−26.5%45.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDTBXU

+34.9%Year to date+55.5%

2.9%Yield1.6%

+37.5%Past year+56.8%

0.06%Fee6.27%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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TBXU, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three