SCHD vs FAS

ASCHD

BFAS

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · FAS $13,258

Lowest cost0.06%SCHD · $6 on $10k

Most income8.60%FAS · $860 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.7%SCHD and FAS

SCHD

FAS

Schwab U.S. Dividend Equity ETF · $121BDirexion Daily Financial Bull 3X ETF · $2.2B

+21.2%3 years · per year$17,784 · $38,728+57.0%

+10.3%5 years · per year$16,352 · $13,258+5.8%

0.06%Expense ratio$6 · $92 on $10k · lower wins0.92%

2.97%12-mo yield$297 · $860 on $10k8.60%

−6.9%Worst dropSmaller wins−40.9%

11.4%VolatilityLower wins43.3%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · FAS

2.1%BX0.2%

1.2%FITB0.1%

0.7%ARES0.1%

0.7%CINF0.1%

Held in common0.7%

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

Both

5Y2 funds

#			Trend
1	ASCHD	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	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk		0.92%	8.60%	−1.9%	+2.4%	+16.0%	+57.0%	+5.8%	−40.9%	$2.2B

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

Both

5Y2 funds

#			Trend
1	ASCHD	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	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk		0.92%	8.60%	−1.9%	+2.4%	+16.0%	+57.0%	+5.8%	−40.9%	$2.2B

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

SCHD vs FAS

SCHD

Schwab U.S. Dividend Equity

$16,352

FAS

Direxion Daily Financial Bull 3X

$13,258

MeasureSCHDFAS

Fee0.06%0.92%

Cost on $10k a year$6$92

Yield2.97%8.60%

5 years, per year+10.3%+5.8%

3 years, per year+21.2%+57.0%

Worst drop · 1Y−6.9%−40.9%

Volatility · 1Y11.4%43.3%

4–2measures won
SCHD first

0.7%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ 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: SCHD, FAS

Today

0.7%most shared, SCHD and FAS

SCHDFAS

SCHD—0.7%

FAS0.7%—

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

Income After Fees on $10,000

$768most kept, FAS

FAS$860 − $92 = $768

SCHD$297 − $6 = $291

KeptFee

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