ERY vs SCHD

AERY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.31%ERY · $331 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]ERY and SCHD

ERY

SCHD

Direxion Daily Energy Bear 2X ETF · $53MSchwab U.S. Dividend Equity ETF · $120B

−28.0%3 years · per year$3,737 · $17,266+20.0%

−37.2%5 years · per year$973 · $16,267+10.2%

1.04%Expense ratio$104 · $6 on $10k · lower wins0.06%

3.31%12-mo yield$331 · $300 on $10k3.00%

−64.8%Worst dropSmaller wins−6.9%

46.4%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsERY · SCHD

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

Held in common[…]

End-of-day Nov 6, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AERY	Direxion Daily Energy Bear 2X ETFRead Desk	1.04%	3.31%	+0.2%	−52.3%	−55.1%	−28.0%	−37.2%	−64.8%	$53M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AERY	Direxion Daily Energy Bear 2X ETFRead Desk	1.04%	3.31%	+0.2%	−52.3%	−55.1%	−28.0%	−37.2%	−64.8%	$53M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ERY vs SCHD

ERY

Direxion Daily Energy Bear 2X

$974

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureERYSCHD

Fee1.04%0.06%

Cost on $10k a year$104$6

Yield3.31%3.00%

5 years, per year−37.2%+10.2%

3 years, per year−28.0%+20.0%

Worst drop · 1Y−64.8%−6.9%

Volatility · 1Y46.4%11.7%

5–1measures won
SCHD first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ERY, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

ERYSCHDDGRO

ERY—[…][…]

SCHD[…]—21.3%

DGRO[…]21.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

ERY$331 − $104 = $227

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee