FAS vs SCHD

AFAS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM · SCHD $16,881

Lowest cost0.04%VYM · $4 on $10k

Most income7.80%FAS · $780 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.7%FAS and SCHD

FAS

SCHD

Direxion Daily Financial Bull 3X ETF · $2.1BSchwab U.S. Dividend Equity ETF · $123B

+59.6%3 years · per year$40,651 · $17,908+21.4%

+9.0%5 years · per year$15,420 · $16,881+11.0%

0.92%Expense ratio$92 · $6 on $10k · lower wins0.06%

7.80%12-mo yield$780 · $291 on $10k2.91%

−40.9%Worst dropSmaller wins−6.9%

44.4%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFAS · SCHD

0.2%BX2.1%

0.1%FITB1.2%

0.1%ARES0.7%

0.1%CINF0.7%

Held in common0.7%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	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
3	AFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	7.80%	+10.3%	+13.0%	+29.5%	+59.6%	+9.0%	−40.9%	$2.1B

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	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
3	AFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	7.80%	+10.3%	+13.0%	+29.5%	+59.6%	+9.0%	−40.9%	$2.1B

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

FAS vs SCHD

FAS

Direxion Daily Financial Bull 3X

$15,420

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFASSCHD

Fee0.92%0.06%

Cost on $10k a year$92$6

Yield7.80%2.91%

5 years, per year+9.0%+11.0%

3 years, per year+59.6%+21.4%

Worst drop · 1Y−40.9%−6.9%

Volatility · 1Y44.4%11.5%

4–2measures won
SCHD first

0.7%

holdings shared

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: FAS, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

FASSCHDVYM

FAS—0.7%11.2%

SCHD0.7%—21.9%

VYM11.2%21.9%—

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

Income After Fees on $10,000

$688most kept, FAS

FAS$780 − $92 = $688

SCHD$291 − $6 = $285

VYM$222 − $4 = $218

KeptFee

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