SSO vs SCHD

ASSO

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$19,240SSO · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common5.4%SSO and SCHD

SSO

SCHD

ProShares - Ultra S&P500 · $8.4BSchwab U.S. Dividend Equity ETF · $123B

+37.0%3 years · per year$25,723 · $17,414+20.3%

+14.0%5 years · per year$19,240 · $16,375+10.4%

0.88%Expense ratio$88 · $6 on $10k · lower wins0.06%

0.75%12-mo yield$75 · $298 on $10k2.98%

−18.2%Worst dropSmaller wins−6.9%

27.1%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSO · SCHD

0.4%CVX3.9%

0.4%PG4.4%

0.4%KO4.2%

0.4%MRK3.8%

Held in common5.4%

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

Both

5Y2 funds

#			Trend
1	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	−8.8%	+10.3%	+11.9%	+37.0%	+14.0%	−18.2%	$8.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	−8.8%	+10.3%	+11.9%	+37.0%	+14.0%	−18.2%	$8.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

SSO vs SCHD

SSO

ProShares - Ultra S&P500

$19,240

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSSOSCHD

Fee0.88%0.06%

Cost on $10k a year$88$6

Yield0.75%2.98%

5 years, per year+14.0%+10.4%

3 years, per year+37.0%+20.3%

Worst drop · 1Y−18.2%−6.9%

Volatility · 1Y27.1%11.7%

4–2measures won
SCHD first

5.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SSO, SCHD

Today

5.4%most shared, SSO and SCHD

SSOSCHD

SSO—5.4%

SCHD5.4%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SSO$75 − $88 = −$13

KeptFee

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