ROM vs SCHD

AROM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,618ROM · DGRO $16,941

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common2.5%ROM and SCHD

ROM

SCHD

ProShares - Ultra Technology · $1.1BSchwab U.S. Dividend Equity ETF · $123B

+40.5%3 years · per year$27,720 · $17,414+20.3%

+13.2%5 years · per year$18,618 · $16,375+10.4%

0.93%Expense ratio$93 · $6 on $10k · lower wins0.06%

0.04%12-mo yield$4 · $298 on $10k2.98%

−37.3%Worst dropSmaller wins−6.9%

57.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · SCHD

1.1%TXN4.7%

0.7%QCOM3.9%

0.6%ACN3.8%

Held in common2.5%

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

All Three

5Y3 funds

#
1	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	−15.9%	+13.7%	+7.5%	+40.5%	+13.2%	−37.3%	$1.1B
2	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

All Three

5Y3 funds

#
1	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	−15.9%	+13.7%	+7.5%	+40.5%	+13.2%	−37.3%	$1.1B
2	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

ROM vs SCHD

ROM

ProShares - Ultra Technology

$18,618

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureROMSCHD

Fee0.93%0.06%

Cost on $10k a year$93$6

Yield0.04%2.98%

5 years, per year+13.2%+10.4%

3 years, per year+40.5%+20.3%

Worst drop · 1Y−37.3%−6.9%

Volatility · 1Y57.2%11.7%

4–2measures won
SCHD first

2.5%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ROM, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

ROMSCHDDGRO

ROM—2.5%15.8%

SCHD2.5%—21.1%

DGRO15.8%21.1%—

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

DGRO$186 − $8 = $178

ROM$4 − $93 = −$89

KeptFee

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