TBT vs SCHD

ATBT

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$24,994TBT · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common0.0%TBT and SCHD

TBT

SCHD

ProShares - UltraShort 20+ Year Treasury · $292MSchwab U.S. Dividend Equity ETF · $121B

+0.4%3 years · per year$10,120 · $17,784+21.2%

+20.1%5 years · per year$24,994 · $16,352+10.3%

0.93%Expense ratio$93 · $6 on $10k · lower wins0.06%

2.37%12-mo yield$237 · $297 on $10k2.97%

−11.3%Worst dropSmaller wins−6.9%

19.7%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTBT · SCHD

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

Held in common0.0%

End-of-day Nov 3, 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	ATBT	ProShares - UltraShort 20+ Year TreasuryRead Desk		0.93%	2.37%	+1.4%	+12.5%	+20.1%	+0.4%	+20.1%	−11.3%	$292M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Both

5Y2 funds

#			Trend
1	ATBT	ProShares - UltraShort 20+ Year TreasuryRead Desk		0.93%	2.37%	+1.4%	+12.5%	+20.1%	+0.4%	+20.1%	−11.3%	$292M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

TBT vs SCHD

TBT

ProShares - UltraShort 20+ Year Treasury

$24,993

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureTBTSCHD

Fee0.93%0.06%

Cost on $10k a year$93$6

Yield2.37%2.97%

5 years, per year+20.1%+10.3%

3 years, per year+0.4%+21.2%

Worst drop · 1Y−11.3%−6.9%

Volatility · 1Y19.7%11.4%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TBT, SCHD

Today

0.0%most shared, TBT and SCHD

TBTSCHD

TBT—0.0%

SCHD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

TBT$237 − $93 = $144

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee