SPDN vs SCHD

ASPDN

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SPDN $6,850

Lowest cost0.06%SCHD · $6 on $10k

Most income3.69%SPDN · $369 on $10k

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

Held in common[…]SPDN and SCHD

SPDN

SCHD

Direxion Daily S&P 500 Bear 1X ETF · $307MSchwab U.S. Dividend Equity ETF · $123B

−14.3%3 years · per year$6,295 · $17,908+21.4%

−7.3%5 years · per year$6,850 · $16,881+11.0%

0.54%Expense ratio$54 · $6 on $10k · lower wins0.06%

3.69%12-mo yield$369 · $291 on $10k2.91%

−17.4%Worst dropSmaller wins−6.9%

13.0%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPDN · SCHD

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

Held in common[…]

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ASPDN	Direxion Daily S&P 500 Bear 1X ETFRead Desk		0.54%	3.69%	−1.6%	−7.5%	−6.8%	−14.3%	−7.3%	−17.4%	$307M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ASPDN	Direxion Daily S&P 500 Bear 1X ETFRead Desk		0.54%	3.69%	−1.6%	−7.5%	−6.8%	−14.3%	−7.3%	−17.4%	$307M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPDN vs SCHD

SPDN

Direxion Daily S&P 500 Bear 1X

$6,850

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSPDNSCHD

Fee0.54%0.06%

Cost on $10k a year$54$6

Yield3.69%2.91%

5 years, per year−7.3%+11.0%

3 years, per year−14.3%+21.4%

Worst drop · 1Y−17.4%−6.9%

Volatility · 1Y13.0%11.5%

5–1measures won
SCHD first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPDN, SCHD

Today

[…]holdings […]

SPDNSCHD

SPDN—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$315most kept, SPDN

SPDN$369 − $54 = $315

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee