Compare · 2 funds side by side · dividends reinvested

UPW and SCHD

UPWProShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,904UPW · best of the two

02 / 04

UPW 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%$123B1.3

ProShares Ultra UtilitiesLeveraged · 2x1.55%1.76%+0.9%−7.1%+26.5%+11.1%−32.9%31.9%$13M1.8

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: UPW 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares Ultra Utilities · $13M$16,904

UPW

SCHD

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

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

UPWMeasureSCHD

+0.9%Year to dateJan 1 → Nov 4+35.3%

−7.1%1 yearTotal return+41.6%

+26.5%3 years · per year$10,000 became $20,262 · $17,908+21.4%

+11.1%5 years · per year$10,000 became $16,904 · $16,881+11.0%

1.55%Expense ratio$155 · $6 a year on $10k · lower is better0.06%

1.76%Trailing 12-mo yield$176 · $291 a year on $10k2.91%

−32.9%Worst dropSmaller is better−6.9%

31.9%VolatilityLower is calmer11.5%

UPWSCHD 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

UPW vs SCHD: Top 5 Holdings

Today

UPW

24.5%in top 5

SCHD

in top 521.6%

UPWStockSCHD

8.0%NEEnot top 5

4.9%SOnot top 5

not top 5TXN4.8%

4.5%DUKnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.9%CEGnot top 5

3.2%AEPnot top 5

Held in common0.0%

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

UPW vs SCHD Returns, Every Period

ProSharesUPW

+11.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

UPWSCHDFaded: behind in that period

2–2Level

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

Leveraged vs Income: UPW vs SCHD

YTD

ProSharesUPW

+0.9%

SCHDSchwab

+35.3%

+0.9%Year to date+35.3%

−32.9%Worst drop · 1Y−6.9%

31.9%Volatility · 1Y11.5%

1.8%Yield2.9%

$13.0MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: UPW, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

UPW1.55%$155

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

Yields: UPW, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

UPW1.76%$176

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

UPW$176 − $155 = $21

KeptFee

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

Overlap: UPW, SCHD

Today

0.0%most shared, UPW and SCHD

UPWSCHD

UPW—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

UPWWorst drop−32.9%31.9% vol

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

Paid More vs Made More

YTD

SCHDUPW

+35.3%Year to date+0.9%

2.9%Yield1.8%

+41.6%Past year−7.1%

0.06%Fee1.55%

4–0SCHD wins

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%

$123BAssets$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%

$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