SCHD vs ORCS

ASCHD

BORCS

Measures won2–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]SCHD and ORCS

SCHD

ORCS

Schwab U.S. Dividend Equity ETF · $121BDirexion Daily ORCL Bear 1X ETF · $8M

+21.2%3 years · per year$17,784 · […][…]

+10.3%5 years · per year$16,352 · […][…]

0.06%Expense ratio$6 · $99 on $10k · lower wins0.99%

2.97%12-mo yield$297 · $192 on $10k1.92%

−6.9%Worst dropSmaller wins[…]

11.4%VolatilityLower wins[…]

2–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · ORCS

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

Held in common[…]

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	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
3	BORCS	Direxion Daily ORCL Bear 1X ETFRead Desk	0.99%	1.92%	−6.1%	+18.1%	new	new	new	[…]	$8M

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	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
3	BORCS	Direxion Daily ORCL Bear 1X ETFRead Desk	0.99%	1.92%	−6.1%	+18.1%	new	new	new	[…]	$8M

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 ORCS

SCHD

Schwab U.S. Dividend Equity

$16,352

ORCS

Direxion Daily ORCL Bear 1X

[…]

MeasureSCHDORCS

Fee0.06%0.99%

Cost on $10k a year$6$99

Yield2.97%1.92%

5 years, per year+10.3%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.4%[…]

2–0measures won
SCHD first

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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

Overlap: SCHD, ORCS, DGRO

Today

21.0%most shared, SCHD and DGRO

SCHDORCSDGRO

SCHD—[…]21.0%

ORCS[…]—[…]

DGRO21.0%[…]—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

ORCS$192 − $99 = $93

KeptFee

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