SCHD vs FAS

ASCHD

BFAS

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income8.67%FAS · $867 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 · $120BDirexion Daily Financial Bull 3X ETF · $2.1B

+20.0%3 years · per year$17,266 · $34,756+51.5%

+10.2%5 years · per year$16,267 · $13,483+6.2%

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

3.00%12-mo yield$300 · $867 on $10k8.67%

−6.9%Worst dropSmaller wins−40.9%

11.7%VolatilityLower wins45.2%

4–2SCHD wins

$10,000 · 5 yearsAll three, one 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 6, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.67%	−1.9%	+1.7%	+13.8%	+51.5%	+6.2%	−40.9%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.67%	−1.9%	+1.7%	+13.8%	+51.5%	+6.2%	−40.9%	$2.1B

End-of-day Nov 6, 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

$16,267

FAS

Direxion Daily Financial Bull 3X

$13,483

MeasureSCHDFAS

Fee0.06%0.92%

Cost on $10k a year$6$92

Yield3.00%8.67%

5 years, per year+10.2%+6.2%

3 years, per year+20.0%+51.5%

Worst drop · 1Y−6.9%−40.9%

Volatility · 1Y11.7%45.2%

4–2measures won
SCHD first

0.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, FAS, VIG

Today

14.5%most shared, SCHD and VIG

SCHDFASVIG

SCHD—0.7%14.5%

FAS0.7%—12.8%

VIG14.5%12.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$775most kept, FAS

FAS$867 − $92 = $775

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee