SOXL vs SCHD

ASOXL

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SOXL $8,961

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common2.0%SOXL and SCHD

SOXL

SCHD

Direxion Daily Semiconductor Bull 3X ETF · $18.5BSchwab U.S. Dividend Equity ETF · $120B

+40.8%3 years · per year$27,898 · $17,414+20.3%

−2.2%5 years · per year$8,961 · $16,375+10.4%

0.91%Expense ratio$91 · $6 on $10k · lower wins0.06%

0.23%12-mo yield$23 · $298 on $10k2.98%

−86.4%Worst dropSmaller wins−6.9%

150.7%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXL · SCHD

1.1%TXN4.7%

0.9%QCOM3.9%

Held in common2.0%

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASOXL	Direxion Daily Semiconductor Bull 3X ETFRead Desk		0.91%	0.23%	−38.7%	−2.7%	−4.4%	+40.8%	−2.2%	−86.4%	$18.5B

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASOXL	Direxion Daily Semiconductor Bull 3X ETFRead Desk		0.91%	0.23%	−38.7%	−2.7%	−4.4%	+40.8%	−2.2%	−86.4%	$18.5B

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

Cards for this view

SOXL vs SCHD

SOXL

Direxion Daily Semiconductor Bull 3X

$8,961

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSOXLSCHD

Fee0.91%0.06%

Cost on $10k a year$91$6

Yield0.23%2.98%

5 years, per year−2.2%+10.4%

3 years, per year+40.8%+20.3%

Worst drop · 1Y−86.4%−6.9%

Volatility · 1Y150.7%11.7%

5–1measures won
SCHD first

2.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SOXL, SCHD

Today

2.0%most shared, SOXL and SCHD

SOXLSCHD

SOXL—2.0%

SCHD2.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SOXL$23 − $91 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee