SCHD vs SRTY

ASCHD

BSRTY

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SRTY $1,888

Lowest cost0.06%SCHD · $6 on $10k

Most income6.17%SRTY · $617 on $10k

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

Held in common0.0%SCHD and SRTY

SCHD

SRTY

Schwab U.S. Dividend Equity ETF · $120BProShares - UltraPro Short Russell2000 · $76M

+19.6%3 years · per year$17,123 · $1,369−48.5%

+10.5%5 years · per year$16,459 · $1,888−28.4%

0.06%Expense ratio$6 · $110 on $10k · lower wins1.10%

2.96%12-mo yield$296 · $617 on $10k6.17%

−6.9%Worst dropSmaller wins−60.9%

11.8%VolatilityLower wins56.3%

5–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SRTY

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

Held in common0.0%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BSRTY	ProShares - UltraPro Short Russell2000Read Desk		1.10%	6.17%	−9.6%	−39.0%	−44.4%	−48.5%	−28.4%	−60.9%	$76M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BSRTY	ProShares - UltraPro Short Russell2000Read Desk		1.10%	6.17%	−9.6%	−39.0%	−44.4%	−48.5%	−28.4%	−60.9%	$76M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SRTY

SCHD

Schwab U.S. Dividend Equity

$16,459

SRTY

ProShares - UltraPro Short Russell2000

$1,888

MeasureSCHDSRTY

Fee0.06%1.10%

Cost on $10k a year$6$110

Yield2.96%6.17%

5 years, per year+10.5%−28.4%

3 years, per year+19.6%−48.5%

Worst drop · 1Y−6.9%−60.9%

Volatility · 1Y11.8%56.3%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHD, SRTY

Today

0.0%most shared, SCHD and SRTY

SCHDSRTY

SCHD—0.0%

SRTY0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$507most kept, SRTY

SRTY$617 − $110 = $507

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee