LMTL vs SCHD

ALMTL

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.22%LMTL · $422 on $10k

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

Held in common2.8%LMTL and SCHD

LMTL

SCHD

Direxion Shares ETF Trust - Direxion Daily LMT Bull 2X ETF · $9MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

2.47%Expense ratio$247 · $6 on $10k · lower wins0.06%

4.22%12-mo yield$422 · $298 on $10k2.98%

−50.2%Worst dropSmaller wins−6.9%

61.3%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsLMTL · SCHD

3.1%LMT2.8%

Held in common2.8%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ALMTL	Direxion Shares ETF Trust - Direxion Daily LMT Bull 2X ETFRead Desk		2.47%	4.22%	−6.2%	+22.9%	+21.3%	new	new	−50.2%	$9M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ALMTL	Direxion Shares ETF Trust - Direxion Daily LMT Bull 2X ETFRead Desk		2.47%	4.22%	−6.2%	+22.9%	+21.3%	new	new	−50.2%	$9M

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

LMTL vs SCHD

LMTL

Direxion Shares ETF Trust - Direxion Daily LMT Bull 2X

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureLMTLSCHD

Fee2.47%0.06%

Cost on $10k a year$247$6

Yield4.22%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−50.2%−6.9%

Volatility · 1Y61.3%11.7%

3–1measures won
SCHD first

2.8%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LMTL, SCHD

Today

2.8%most shared, LMTL and SCHD

LMTLSCHD

LMTL—2.8%

SCHD2.8%—

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

LMTL$422 − $247 = $175

KeptFee

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