DIG vs SCHD

ADIG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$33,517DIG · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common14.2%DIG and SCHD

DIG

SCHD

ProShares - Ultra Energy · $82MSchwab U.S. Dividend Equity ETF · $123B

+21.6%3 years · per year$17,984 · $17,414+20.3%

+27.4%5 years · per year$33,517 · $16,375+10.4%

1.06%Expense ratio$106 · $6 on $10k · lower wins0.06%

1.35%12-mo yield$135 · $298 on $10k2.98%

−29.8%Worst dropSmaller wins−6.9%

46.8%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIG · SCHD

11.3%CVX3.9%

4.4%COP3.8%

2.4%EOG1.8%

2.4%SLB1.8%

Held in common14.2%

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

Both

5Y2 funds

#			Trend
1	ADIG	ProShares - Ultra EnergyRead Desk		1.06%	1.35%	−5.8%	+79.1%	+89.1%	+21.6%	+27.4%	−29.8%	$82M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	ADIG	ProShares - Ultra EnergyRead Desk		1.06%	1.35%	−5.8%	+79.1%	+89.1%	+21.6%	+27.4%	−29.8%	$82M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

DIG vs SCHD

DIG

ProShares - Ultra Energy

$33,517

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureDIGSCHD

Fee1.06%0.06%

Cost on $10k a year$106$6

Yield1.35%2.98%

5 years, per year+27.4%+10.4%

3 years, per year+21.6%+20.3%

Worst drop · 1Y−29.8%−6.9%

Volatility · 1Y46.8%11.7%

4–2measures won
SCHD first

14.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DIG, SCHD

Today

14.2%most shared, DIG and SCHD

DIGSCHD

DIG—14.2%

SCHD14.2%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DIG$135 − $106 = $29

KeptFee

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