SSO vs SCHD

ASSO

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$19,267SSO · 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 common5.8%SSO and SCHD

SSO

SCHD

ProShares - Ultra S&P500 · $7.0BSchwab U.S. Dividend Equity ETF · $120B

+36.3%3 years · per year$25,327 · $17,266+20.0%

+14.0%5 years · per year$19,267 · $16,267+10.2%

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

0.75%12-mo yield$75 · $300 on $10k3.00%

−18.2%Worst dropSmaller wins−6.9%

27.1%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSO · SCHD

0.4%CVX4.0%

0.4%PG4.5%

0.4%KO4.3%

0.4%MRK3.8%

Held in common5.8%

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	ASSO	ProShares - Ultra S&P500Read Desk	0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$7.0B
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
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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	ASSO	ProShares - Ultra S&P500Read Desk	0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$7.0B
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
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

SSO vs SCHD

SSO

ProShares - Ultra S&P500

$19,267

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSSOSCHD

Fee0.88%0.06%

Cost on $10k a year$88$6

Yield0.75%3.00%

5 years, per year+14.0%+10.2%

3 years, per year+36.3%+20.0%

Worst drop · 1Y−18.2%−6.9%

Volatility · 1Y27.1%11.7%

4–2measures won
SCHD first

5.8%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SSO, SCHD, CGDV

Today

28.1%most shared, SSO and CGDV

SSOSCHDCGDV

SSO—5.8%28.1%

SCHD5.8%—5.9%

CGDV28.1%5.9%—

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

CGDV$127 − $33 = $94

SSO$75 − $88 = −$13

KeptFee

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