SSG vs SCHD

ASSG

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SSG $81

Lowest cost0.06%SCHD · $6 on $10k

Most income4.96%SSG · $496 on $10k

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

Held in common0.0%SSG and SCHD

SSG

SCHD

ProShares UltraShort Semiconductors · $57MSchwab U.S. Dividend Equity ETF · $120B

−71.1%3 years · per year$241 · $17,414+20.3%

−61.9%5 years · per year$81 · $16,375+10.4%

1.33%Expense ratio$133 · $6 on $10k · lower wins0.06%

4.96%12-mo yield$496 · $298 on $10k2.98%

−72.2%Worst dropSmaller wins−6.9%

81.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSG · SCHD

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

Held in common0.0%

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

All Three

5Y3 funds

#
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	ASSG	ProShares UltraShort SemiconductorsRead Desk	1.33%	4.96%	+23.4%	−40.1%	−39.2%	−71.1%	−61.9%	−72.2%	$57M
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ASSG	ProShares UltraShort SemiconductorsRead Desk	1.33%	4.96%	+23.4%	−40.1%	−39.2%	−71.1%	−61.9%	−72.2%	$57M
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

SSG vs SCHD

SSG

ProShares UltraShort Semiconductors

$81

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSSGSCHD

Fee1.33%0.06%

Cost on $10k a year$133$6

Yield4.96%2.98%

5 years, per year−61.9%+10.4%

3 years, per year−71.1%+20.3%

Worst drop · 1Y−72.2%−6.9%

Volatility · 1Y81.0%11.7%

5–1measures won
SCHD first

0.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SSG, SCHD, CGDV

Today

5.8%most shared, SCHD and CGDV

SSGSCHDCGDV

SSG—0.0%0.0%

SCHD0.0%—5.8%

CGDV0.0%5.8%—

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

Income After Fees on $10,000

$363most kept, SSG

SSG$496 − $133 = $363

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

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