SRTY vs SCHD

ASRTY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income5.57%SRTY · $557 on $10k

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

Held in common0.0%SRTY and SCHD

SRTY

SCHD

ProShares - UltraPro Short Russell2000 · $76MSchwab U.S. Dividend Equity ETF · $120B

−48.1%3 years · per year$1,395 · $17,266+20.0%

−28.1%5 years · per year$1,925 · $16,267+10.2%

1.10%Expense ratio$110 · $6 on $10k · lower wins0.06%

5.57%12-mo yield$557 · $300 on $10k3.00%

−60.9%Worst dropSmaller wins−6.9%

55.6%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSRTY · SCHD

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	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
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ASRTY	ProShares - UltraPro Short Russell2000Read Desk	1.10%	5.57%	−2.6%	−32.5%	−35.2%	−48.1%	−28.1%	−60.9%	$76M

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

All Three

5Y3 funds

#
1	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
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ASRTY	ProShares - UltraPro Short Russell2000Read Desk	1.10%	5.57%	−2.6%	−32.5%	−35.2%	−48.1%	−28.1%	−60.9%	$76M

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

SRTY vs SCHD

SRTY

ProShares - UltraPro Short Russell2000

$1,925

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSRTYSCHD

Fee1.10%0.06%

Cost on $10k a year$110$6

Yield5.57%3.00%

5 years, per year−28.1%+10.2%

3 years, per year−48.1%+20.0%

Worst drop · 1Y−60.9%−6.9%

Volatility · 1Y55.6%11.7%

5–1measures won
SCHD first

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: SRTY, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SRTYSCHDVIG

SRTY—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

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

Income After Fees on $10,000

$447most kept, SRTY

SRTY$557 − $110 = $447

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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