MSFD vs SCHD5YMSFDMSFDAvsBSCHDSCHDDirexion Daily MSFT Bear 1X ETF · $10MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in−12.4%3 years · per year$6,713 · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income1.16%Expense ratio$116 · $6 on $10k · lower wins0.06%4.28%12-mo yield$428 · $292 on $10k
Overlap: MSFD, SCHD, JEPIToday8.5%most shared, SCHD and JEPIMSFDSCHDJEPIMSFD—[…][…]SCHD[…]—8.5%JEPI[…]8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
MSFD vs SCHD5YAMSFDDirexion Daily MSFT Bear 1X[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureMSFDSCHDFee1.16%0.06%Cost on $10k a year$116$6Yield4.28%2.92%5 years, per year[…]+10.4%3 years, per year−12.4%+20.2%Worst drop · 1Y−38.9%−6.9%Volatility · 1Y34.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B3AMSFDDirexion Daily MSFT Bear 1X ETFReadDesk1.16%4.28%−0.2%−13.4%−8.3%−12.4%new−38.9%$10MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B3AMSFDDirexion Daily MSFT Bear 1X ETFReadDesk1.16%4.28%−0.2%−13.4%−8.3%−12.4%new−38.9%$10MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: MSFD, SCHD, JEPIToday8.5%most shared, SCHD and JEPIMSFDSCHDJEPIMSFD—[…][…]SCHD[…]—8.5%JEPI[…]8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752MSFD$428 − $116 = $312SCHD$292 − $6 = $286KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee