ORCS vs SCHD

AORCS

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · JEPI $14,322

Lowest cost0.06%SCHD · $6 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common[…]ORCS and SCHD

ORCS

SCHD

Direxion Daily ORCL Bear 1X ETF · $8MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.99%Expense ratio$99 · $6 on $10k · lower wins0.06%

1.92%12-mo yield$192 · $297 on $10k2.97%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.4%

0–2SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsORCS · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	AORCS	Direxion Daily ORCL Bear 1X ETFRead Desk	0.99%	1.92%	−6.1%	+18.1%	new	new	new	[…]	$8M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	AORCS	Direxion Daily ORCL Bear 1X ETFRead Desk	0.99%	1.92%	−6.1%	+18.1%	new	new	new	[…]	$8M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ORCS vs SCHD

ORCS

Direxion Daily ORCL Bear 1X

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureORCSSCHD

Fee0.99%0.06%

Cost on $10k a year$99$6

Yield1.92%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.4%

2–0measures won
SCHD first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ORCS, SCHD, JEPI, JEPQ

Today

26.6%most shared, JEPI and JEPQ

ORCSSCHDJEPIJEPQ

ORCS—[…][…][…]

SCHD[…]—8.2%3.7%

JEPI[…]8.2%—26.6%

JEPQ[…]3.7%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

SCHD$297 − $6 = $291

ORCS$192 − $99 = $93

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee