SCHD vs SDP

ASCHD

BSDP

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.80%SDP · $380 on $10k

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

Held in common[…]SCHD and SDP

SCHD

SDP

Schwab U.S. Dividend Equity ETF · $120BProShares - UltraShort Utilities · $2M

+20.0%3 years · per year$17,266 · $4,666−22.4%

+10.2%5 years · per year$16,267 · $4,602−14.4%

0.06%Expense ratio$6 · $302 on $10k · lower wins3.02%

3.00%12-mo yield$300 · $380 on $10k3.80%

−6.9%Worst dropSmaller wins−22.8%

11.7%VolatilityLower wins31.6%

5–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SDP

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	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
3	BSDP	ProShares - UltraShort UtilitiesRead Desk	3.02%	3.80%	+1.1%	−4.2%	+3.2%	−22.4%	−14.4%	−22.8%	$2M

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	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
3	BSDP	ProShares - UltraShort UtilitiesRead Desk	3.02%	3.80%	+1.1%	−4.2%	+3.2%	−22.4%	−14.4%	−22.8%	$2M

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 SDP

SCHD

Schwab U.S. Dividend Equity

$16,267

SDP

ProShares - UltraShort Utilities

$4,602

MeasureSCHDSDP

Fee0.06%3.02%

Cost on $10k a year$6$302

Yield3.00%3.80%

5 years, per year+10.2%−14.4%

3 years, per year+20.0%−22.4%

Worst drop · 1Y−6.9%−22.8%

Volatility · 1Y11.7%31.6%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, SDP, VYM

Today

21.9%most shared, SCHD and VYM

SCHDSDPVYM

SCHD—[…]21.9%

SDP[…]—[…]

VYM21.9%[…]—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

SDP$380 − $302 = $78

KeptFee

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