SPXL vs SCHD

ASPXL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$19,697SPXL · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.9%SPXL and SCHD

SPXL

SCHD

Direxion Daily S&P 500 Bull 3X Shares · $5.9BSchwab U.S. Dividend Equity ETF · $120B

+50.5%3 years · per year$34,058 · $17,266+20.0%

+14.5%5 years · per year$19,697 · $16,267+10.2%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

0.59%12-mo yield$59 · $300 on $10k3.00%

−26.8%Worst dropSmaller wins−6.9%

40.9%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPXL · SCHD

0.1%CVX4.0%

0.1%PG4.5%

0.1%KO4.3%

0.1%MRK3.8%

Held in common1.9%

End-of-day Nov 6, 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	ASPXL	Direxion Daily S&P 500 Bull 3X SharesRead Desk		0.95%	0.59%	+0.7%	+12.5%	+13.1%	+50.5%	+14.5%	−26.8%	$5.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPXL	Direxion Daily S&P 500 Bull 3X SharesRead Desk		0.95%	0.59%	+0.7%	+12.5%	+13.1%	+50.5%	+14.5%	−26.8%	$5.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPXL vs SCHD

SPXL

Direxion Daily S&P 500 Bull 3X Shares

$19,698

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSPXLSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield0.59%3.00%

5 years, per year+14.5%+10.2%

3 years, per year+50.5%+20.0%

Worst drop · 1Y−26.8%−6.9%

Volatility · 1Y40.9%11.7%

4–2measures won
SCHD first

1.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPXL, SCHD

Today

1.9%most shared, SPXL and SCHD

SPXLSCHD

SPXL—1.9%

SCHD1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SPXL$59 − $95 = −$36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee