ERY vs SCHD

AERY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JEPI $14,118

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · 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	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
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
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	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
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ERY, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

ERYSCHDJEPI

ERY—[…][…]

SCHD[…]—8.2%

JEPI[…]8.2%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

ERY$331 − $104 = $227

KeptFee

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