SCHD vs LABD

ASCHD

BLABD

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · LABD $391

Lowest cost0.06%SCHD · $6 on $10k

Most income6.35%LABD · $635 on $10k

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

Held in common[…]SCHD and LABD

SCHD

LABD

Schwab U.S. Dividend Equity ETF · $120BDirexion Daily S&P Biotech Bear 3X ETF · $61M

+20.0%3 years · per year$17,266 · $322−68.2%

+10.2%5 years · per year$16,267 · $391−47.7%

0.06%Expense ratio$6 · $108 on $10k · lower wins1.08%

3.00%12-mo yield$300 · $635 on $10k6.35%

−6.9%Worst dropSmaller wins−80.6%

11.7%VolatilityLower wins90.5%

5–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · LABD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
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%	$120.5B
2	BLABD	Direxion Daily S&P Biotech Bear 3X ETFRead Desk		1.08%	6.35%	−7.5%	−64.9%	−75.7%	−68.2%	−47.7%	−80.6%	$61M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BLABD	Direxion Daily S&P Biotech Bear 3X ETFRead Desk		1.08%	6.35%	−7.5%	−64.9%	−75.7%	−68.2%	−47.7%	−80.6%	$61M

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 LABD

SCHD

Schwab U.S. Dividend Equity

$16,267

LABD

Direxion Daily S&P Biotech Bear 3X

$391

MeasureSCHDLABD

Fee0.06%1.08%

Cost on $10k a year$6$108

Yield3.00%6.35%

5 years, per year+10.2%−47.7%

3 years, per year+20.0%−68.2%

Worst drop · 1Y−6.9%−80.6%

Volatility · 1Y11.7%90.5%

5–1measures won
SCHD first

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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, LABD

Today

[…]holdings […]

SCHDLABD

SCHD—[…]

LABD[…]—

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

Income After Fees on $10,000

$527most kept, LABD

LABD$635 − $108 = $527

SCHD$300 − $6 = $294

KeptFee

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