SOXY vs SCHD

ASOXY

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

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

Lowest cost0.06%SCHD · $6 on $10k

Most income12.00%SOXY · $1,200 on $10k

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

Held in common7.5%SOXY and SCHD

SOXY

SCHD

YieldMax Target 12 Semiconductor Option Income ETF · $60MSchwab U.S. Dividend Equity ETF · $121B

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

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

1.06%Expense ratio$106 · $6 on $10k · lower wins0.06%

12.00%12-mo yield$1,200 · $297 on $10k2.97%

−29.0%Worst dropSmaller wins−6.9%

43.5%VolatilityLower wins11.4%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSOXY · SCHD

4.2%TXN4.6%

3.3%QCOM3.7%

Held in common7.5%

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	BSCHD	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	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	12.00%	+1.3%	+45.4%	+43.5%	new	new	−29.0%	$60M

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	BSCHD	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	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	12.00%	+1.3%	+45.4%	+43.5%	new	new	−29.0%	$60M

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

SOXY vs SCHD

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureSOXYSCHD

Fee1.06%0.06%

Cost on $10k a year$106$6

Yield12.00%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−29.0%−6.9%

Volatility · 1Y43.5%11.4%

3–1measures won
SCHD first

7.5%

holdings shared

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: SOXY, SCHD, DGRO

Today

21.0%most shared, SCHD and DGRO

SOXYSCHDDGRO

SOXY—7.5%5.1%

SCHD7.5%—21.0%

DGRO5.1%21.0%—

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

Income After Fees on $10,000

$1,094most kept, SOXY

SOXY$1,200 − $106 = $1,094

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

KeptFee

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