DRV vs SCHD

ADRV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · DRV $4,818

Lowest cost0.06%SCHD · $6 on $10k

Most income3.84%DRV · $384 on $10k

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

Held in common[…]DRV and SCHD

DRV

SCHD

Direxion Daily Real Estate Bear 3X ETF · $27MSchwab U.S. Dividend Equity ETF · $123B

−34.7%3 years · per year$2,788 · $17,908+21.4%

−13.6%5 years · per year$4,818 · $16,881+11.0%

1.07%Expense ratio$107 · $6 on $10k · lower wins0.06%

3.84%12-mo yield$384 · $291 on $10k2.91%

−37.5%Worst dropSmaller wins−6.9%

43.6%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDRV · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	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
2	ADRV	Direxion Daily Real Estate Bear 3X ETFRead Desk		1.07%	3.84%	−9.6%	−33.0%	−31.9%	−34.7%	−13.6%	−37.5%	$27M

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

Both

5Y2 funds

#			Trend
1	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
2	ADRV	Direxion Daily Real Estate Bear 3X ETFRead Desk		1.07%	3.84%	−9.6%	−33.0%	−31.9%	−34.7%	−13.6%	−37.5%	$27M

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

DRV vs SCHD

DRV

Direxion Daily Real Estate Bear 3X

$4,818

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDRVSCHD

Fee1.07%0.06%

Cost on $10k a year$107$6

Yield3.84%2.91%

5 years, per year−13.6%+11.0%

3 years, per year−34.7%+21.4%

Worst drop · 1Y−37.5%−6.9%

Volatility · 1Y43.6%11.5%

5–1measures won
SCHD first

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

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

Overlap: DRV, SCHD

Today

[…]holdings […]

DRVSCHD

DRV—[…]

SCHD[…]—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DRV$384 − $107 = $277

KeptFee

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