Compare · 3 funds side by side · dividends reinvested

TEXU, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

TEXU, SCHD and VIG, 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%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

Direxion Daily Energy Top 5 Bull 2X ETFLeveraged · 2x8.25%1.99%+66.7%+74.6%[…][…]−31.7%46.7%$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 4, 2026 · returns include dividends · since: TEXU 2025 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

TEXU

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

TEXUMeasureSCHD

+66.7%Year to dateJan 1 → Nov 4+35.3%

+74.6%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

8.25%Expense ratio$825 · $6 a year on $10k · lower is better0.06%

1.99%Trailing 12-mo yield$199 · $291 a year on $10k2.91%

−31.7%Worst dropSmaller is better−6.9%

46.7%VolatilityLower is calmer11.5%

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

2–4SCHD wins

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

More Ways to See the Pairs

TEXU vs SCHD: Top 5 Holdings

Today

TEXU

18.1%in top 5

SCHD

in top 521.6%

TEXUStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

3.6%CVX4.2%

3.6%COP4.1%

3.7%XOMnot top 5

3.7%MPCnot top 5

3.4%VLOnot top 5

Held in common7.3%

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

TEXU vs SCHD Returns, Every Period

DirexionTEXU

+74.6%

past year

SCHDSchwab

+41.6%

past year

TEXUSCHDFaded: behind in that period

2–0TEXU wins

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

Leveraged vs Income: TEXU vs SCHD

YTD

DirexionTEXU

+66.7%

SCHDSchwab

+35.3%

+66.7%Year to date+35.3%

−31.7%Worst drop · 1Y−6.9%

46.7%Volatility · 1Y11.5%

2.0%Yield2.9%

$3.7MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: TEXU, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

TEXU8.25%$825

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

Yields: TEXU, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

TEXU1.99%$199

VIG1.44%$144

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

TEXU$199 − $825 = −$626

KeptFee

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

Overlap: TEXU, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

TEXUSCHDVIG

TEXU—7.3%3.0%

SCHD7.3%—14.5%

VIG3.0%14.5%—

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

Return vs Bumpiness: 3 ETFs

+74.6%TEXU, at 46.7% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

TEXUWorst drop−31.7%46.7% vol

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

Paid More vs Made More

YTD

SCHDTEXU

+35.3%Year to date+66.7%

2.9%Yield2.0%

+41.6%Past year+74.6%

0.06%Fee8.25%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026