DFEN vs SCHD

ADFEN

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$31,393DFEN · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income11.28%DFEN · $1,128 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.2%DFEN and SCHD

DFEN

SCHD

Direxion Daily Aerospace & Defense Bull 3X Shares · $282MSchwab U.S. Dividend Equity ETF · $123B

+59.5%3 years · per year$40,603 · $17,908+21.4%

+25.7%5 years · per year$31,393 · $16,881+11.0%

0.96%Expense ratio$96 · $6 on $10k · lower wins0.06%

11.28%12-mo yield$1,128 · $291 on $10k2.91%

−55.5%Worst dropSmaller wins−6.9%

70.6%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFEN · SCHD

1.2%LMT3.1%

Held in common1.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk	0.96%	11.28%	−5.0%	−21.9%	−24.8%	+59.5%	+25.7%	−55.5%	$282M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk	0.96%	11.28%	−5.0%	−21.9%	−24.8%	+59.5%	+25.7%	−55.5%	$282M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFEN vs SCHD

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

$31,393

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDFENSCHD

Fee0.96%0.06%

Cost on $10k a year$96$6

Yield11.28%2.91%

5 years, per year+25.7%+11.0%

3 years, per year+59.5%+21.4%

Worst drop · 1Y−55.5%−6.9%

Volatility · 1Y70.6%11.5%

3–3measures won
level

1.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFEN, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

DFENSCHDVIG

DFEN—1.2%1.7%

SCHD1.2%—14.5%

VIG1.7%14.5%—

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

Income After Fees on $10,000

$1,032most kept, DFEN

DFEN$1,128 − $96 = $1,032

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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