Compare · 2 funds side by side · dividends reinvested

WANT and SCHD

WANTDirexion×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

WANT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

Direxion Daily Consumer Discretionary Bull 3X ETFLeveraged · 3x1.03%0.89%−19.9%−20.9%+23.7%−14.8%−41.8%58.8%$23M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: WANT 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Consumer Discretionary Bull 3X ETF · $23M$4,492

WANT

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

WANTMeasureSCHD

−19.9%Year to dateJan 1 → Nov 5+32.3%

−20.9%1 yearTotal return+38.7%

+23.7%3 years · per year$10,000 became $18,922 · $17,414+20.3%

−14.8%5 years · per year$10,000 became $4,492 · $16,375+10.4%

1.03%Expense ratio$103 · $6 a year on $10k · lower is better0.06%

0.89%Trailing 12-mo yield$89 · $298 a year on $10k2.98%

−41.8%Worst dropSmaller is better−6.9%

58.8%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

WANT vs SCHD: Top 5 Holdings

Today

WANT

11.3%in top 5

SCHD

in top 521.7%

WANTStockSCHD

4.7%AMZNnot top 5

not top 5TXN4.7%

not top 5PG4.4%

1.2%HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.6%TSLAnot top 5

1.0%MCDnot top 5

0.8%TJXnot top 5

Held in common1.7%

End-of-day Nov 5, 2026 · share of each fund

WANT vs SCHD Returns, Every Period

DirexionWANT

−14.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

WANTSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: WANT vs SCHD

YTD

DirexionWANT

−19.9%

SCHDSchwab

+32.3%

−19.9%Year to date+32.3%

−41.8%Worst drop · 1Y−6.9%

58.8%Volatility · 1Y11.7%

0.9%Yield3.0%

$22.6MAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WANT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

WANT1.03%$103

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WANT, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

WANT0.89%$89

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

WANT$89 − $103 = −$14

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WANT, SCHD

Today

1.7%most shared, WANT and SCHD

WANTSCHD

WANT—1.7%

SCHD1.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

WANTWorst drop−41.8%58.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWANT

+32.3%Year to date−19.9%

3.0%Yield0.9%

+38.7%Past year−20.9%

0.06%Fee1.03%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026