Compare · 3 funds side by side · dividends reinvested

UTSL, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

UTSL, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.8

Direxion Daily Utilities Bull 3X ETFLeveraged · 3x0.98%2.36%−1.5%−11.8%+28.6%+5.8%−46.7%47.2%$60M2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: UTSL 2017 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Utilities Bull 3X ETF · $60M$13,244

UTSL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

UTSLMeasureSCHD

−1.5%Year to dateJan 1 → Nov 9+33.2%

−11.8%1 yearTotal return+39.1%

+28.6%3 years · per year$10,000 became $21,279 · $17,123+19.6%

+5.8%5 years · per year$10,000 became $13,244 · $16,459+10.5%

0.98%Expense ratio$98 · $6 a year on $10k · lower is better0.06%

2.36%Trailing 12-mo yield$236 · $296 a year on $10k2.96%

−46.7%Worst dropSmaller is better−6.9%

47.2%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UTSL vs SCHD: Top 5 Holdings

Today

UTSL

8.2%in top 5

SCHD

in top 521.4%

UTSLStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.8%NEEnot top 5

1.6%SOnot top 5

1.5%DUKnot top 5

1.3%CEGnot top 5

1.1%AEPnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

UTSL vs SCHD Returns, Every Period

DirexionUTSL

+5.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

UTSLSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: UTSL vs SCHD

YTD

DirexionUTSL

−1.5%

SCHDSchwab

+33.2%

−1.5%Year to date+33.2%

−46.7%Worst drop · 1Y−6.9%

47.2%Volatility · 1Y11.8%

2.4%Yield3.0%

$59.8MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTSL, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

UTSL0.98%$98

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: UTSL, SCHD, DGRO

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

UTSL2.36%$236

DGRO1.84%$184

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

UTSL$236 − $98 = $138

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: UTSL, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

UTSLSCHDDGRO

UTSL—0.0%6.7%

SCHD0.0%—21.3%

DGRO6.7%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

UTSLWorst drop−46.7%47.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+33.2%Year to date+18.8%

3.0%Yield1.8%

+39.1%Past year+22.9%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026