ROM vs SCHD

AROM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,582ROM · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common2.5%ROM and SCHD

ROM

SCHD

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

+49.5%3 years · per year$33,421 · $17,908+21.4%

+17.7%5 years · per year$22,582 · $16,881+11.0%

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

0.03%12-mo yield$3 · $291 on $10k2.91%

−31.3%Worst dropSmaller wins−6.9%

54.8%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · SCHD

1.1%TXN4.8%

0.7%QCOM3.8%

0.6%ACN3.7%

Held in common2.5%

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

All Three

5Y3 funds

#
1	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.03%	−0.2%	+35.2%	+21.2%	+49.5%	+17.7%	−31.3%	$1.1B
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%	$122.9B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 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%	0.03%	−0.2%	+35.2%	+21.2%	+49.5%	+17.7%	−31.3%	$1.1B
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%	$122.9B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

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

ROM vs SCHD

ROM

ProShares - Ultra Technology

$22,582

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureROMSCHD

Fee0.93%0.06%

Cost on $10k a year$93$6

Yield0.03%2.91%

5 years, per year+17.7%+11.0%

3 years, per year+49.5%+21.4%

Worst drop · 1Y−31.3%−6.9%

Volatility · 1Y54.8%11.5%

4–2measures won
SCHD first

2.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ROM, SCHD, JEPI

Today

14.4%most shared, ROM and JEPI

ROMSCHDJEPI

ROM—2.5%14.4%

SCHD2.5%—8.2%

JEPI14.4%8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SCHD$291 − $6 = $285

ROM$3 − $93 = −$90

KeptFee

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