Compare · 2 funds side by side · dividends reinvested

UGE and SCHD

UGEProShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

UGE and SCHD, 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%$121B1.3

ProShares - Ultra Consumer StaplesLeveraged · 2x2.02%1.82%+35.8%+43.8%+19.3%−2.1%−21.4%31.3%$11M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: UGE 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Consumer Staples · $11M$9,005

UGE

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 18.4% in common

UGEMeasureSCHD

+35.8%Year to dateJan 1 → Nov 4+35.3%

+43.8%1 yearTotal return+41.6%

+19.3%3 years · per year$10,000 became $16,965 · $17,908+21.4%

−2.1%5 years · per year$10,000 became $9,005 · $16,881+11.0%

2.02%Expense ratio$202 · $6 a year on $10k · lower is better0.06%

1.82%Trailing 12-mo yield$182 · $291 a year on $10k2.91%

−21.4%Worst dropSmaller is better−6.9%

31.3%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

UGE vs SCHD: Top 5 Holdings

Today

UGE

26.9%in top 5

SCHD

in top 521.6%

UGEStockSCHD

7.2%WMTnot top 5

5.8%COSTnot top 5

4.9%PG4.3%

not top 5TXN4.8%

4.8%KO4.2%

4.2%PMnot top 5

not top 5CVX4.2%

not top 5COP4.1%

Held in common18.4%

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

UGE vs SCHD Returns, Every Period

ProSharesUGE

−2.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

UGESCHDFaded: behind in that period

2–2Level

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

Leveraged vs Income: UGE vs SCHD

YTD

ProSharesUGE

+35.8%

SCHDSchwab

+35.3%

+35.8%Year to date+35.3%

−21.4%Worst drop · 1Y−6.9%

31.3%Volatility · 1Y11.5%

1.8%Yield2.9%

$11.3MAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: UGE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

UGE2.02%$202

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

Yields: UGE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

UGE1.82%$182

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

UGE$182 − $202 = −$20

KeptFee

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

Overlap: UGE, SCHD

Today

18.4%most shared, UGE and SCHD

UGESCHD

UGE—18.4%

SCHD18.4%—

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

Return vs Bumpiness: 2 ETFs

+43.8%UGE, at 31.3% volatility

SCHDWorst drop−6.9%11.5% vol

UGEWorst drop−21.4%31.3% vol

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

Paid More vs Made More

YTD

SCHDUGE

+35.3%Year to date+35.8%

2.9%Yield1.8%

+41.6%Past year+43.8%

0.06%Fee2.02%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026