SDP vs SCHD

ASDP

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.04%VYM · $4 on $10k

Most income3.92%SDP · $392 on $10k

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

Held in common[…]SDP and SCHD

SDP

SCHD

ProShares - UltraShort Utilities · $2MSchwab U.S. Dividend Equity ETF · $122B

−22.4%3 years · per year$4,678 · $17,123+19.6%

−14.8%5 years · per year$4,491 · $16,459+10.5%

3.02%Expense ratio$302 · $6 on $10k · lower wins0.06%

3.92%12-mo yield$392 · $296 on $10k2.96%

−22.8%Worst dropSmaller wins−6.9%

31.7%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSDP · SCHD

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

Held in common[…]

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASDP	ProShares - UltraShort UtilitiesRead Desk	3.02%	3.92%	−3.1%	−7.2%	−1.0%	−22.4%	−14.8%	−22.8%	$2M

End-of-day Nov 9, 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%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASDP	ProShares - UltraShort UtilitiesRead Desk	3.02%	3.92%	−3.1%	−7.2%	−1.0%	−22.4%	−14.8%	−22.8%	$2M

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

SDP vs SCHD

SDP

ProShares - UltraShort Utilities

$4,491

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureSDPSCHD

Fee3.02%0.06%

Cost on $10k a year$302$6

Yield3.92%2.96%

5 years, per year−14.8%+10.5%

3 years, per year−22.4%+19.6%

Worst drop · 1Y−22.8%−6.9%

Volatility · 1Y31.7%11.8%

5–1measures won
SCHD first

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%

$122BAssets$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: SDP, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

SDPSCHDVYM

SDP—[…][…]

SCHD[…]—21.9%

VYM[…]21.9%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

SDP$392 − $302 = $90

KeptFee

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