ROM vs VYM

AROM

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$22,582ROM · VYM $17,742

Lowest cost0.04%VYM · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common11.6%ROM and VYM

ROM

VYM

ProShares - Ultra Technology · $1.1BVanguard High Dividend Yield ETF · $78.9B

+49.5%3 years · per year$33,421 · $17,970+21.6%

+17.7%5 years · per year$22,582 · $17,742+12.2%

0.93%Expense ratio$93 · $4 on $10k · lower wins0.04%

0.03%12-mo yield$3 · $222 on $10k2.22%

−31.3%Worst dropSmaller wins−6.7%

54.8%VolatilityLower wins10.1%

2–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · VYM

3.1%AVGO6.9%

1.6%CSCO1.8%

1.1%TXN1.1%

0.9%IBM0.9%

Held in common11.6%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
3	SCHD	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

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
3	SCHD	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

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 VYM

ROM

ProShares - Ultra Technology

$22,582

VYM

Vanguard High Dividend Yield

$17,742

MeasureROMVYM

Fee0.93%0.04%

Cost on $10k a year$93$4

Yield0.03%2.22%

5 years, per year+17.7%+12.2%

3 years, per year+49.5%+21.6%

Worst drop · 1Y−31.3%−6.7%

Volatility · 1Y54.8%10.1%

4–2measures won
VYM first

11.6%

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, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

ROMVYMSCHD

ROM—11.6%2.5%

VYM11.6%—21.9%

SCHD2.5%21.9%—

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

VYM$222 − $4 = $218

ROM$3 − $93 = −$90

KeptFee

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