LTL vs SCHD

ALTL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,160LTL · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common4.3%LTL and SCHD

LTL

SCHD

ProShares Ultra Communication Services · $4MSchwab U.S. Dividend Equity ETF · $121B

+29.1%3 years · per year$21,526 · $17,908+21.4%

+16.2%5 years · per year$21,160 · $16,881+11.0%

1.83%Expense ratio$183 · $6 on $10k · lower wins0.06%

1.31%12-mo yield$131 · $291 on $10k2.91%

−33.9%Worst dropSmaller wins−6.9%

33.7%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsLTL · SCHD

2.4%VZ3.5%

2.5%CMCSA2.0%

Held in common4.3%

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	ALTL	ProShares Ultra Communication ServicesRead Desk		1.83%	1.31%	+7.1%	−24.9%	−19.6%	+29.1%	+16.2%	−33.9%	$4M
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%	$121.5B

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	ALTL	ProShares Ultra Communication ServicesRead Desk		1.83%	1.31%	+7.1%	−24.9%	−19.6%	+29.1%	+16.2%	−33.9%	$4M
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%	$121.5B

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

LTL vs SCHD

LTL

ProShares Ultra Communication Services

$21,160

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureLTLSCHD

Fee1.83%0.06%

Cost on $10k a year$183$6

Yield1.31%2.91%

5 years, per year+16.2%+11.0%

3 years, per year+29.1%+21.4%

Worst drop · 1Y−33.9%−6.9%

Volatility · 1Y33.7%11.5%

4–2measures won
SCHD first

4.3%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LTL, SCHD

Today

4.3%most shared, LTL and SCHD

LTLSCHD

LTL—4.3%

SCHD4.3%—

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

LTL$131 − $183 = −$52

KeptFee

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