TQQQ vs SCHD

ATQQQ

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · TQQQ $14,510

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 common3.2%TQQQ and SCHD

TQQQ

SCHD

ProShares UltraPro QQQ · $27.1BSchwab U.S. Dividend Equity ETF · $120B

+46.8%3 years · per year$31,667 · $17,266+20.0%

+7.7%5 years · per year$14,510 · $16,267+10.2%

0.94%Expense ratio$94 · $6 on $10k · lower wins0.06%

0.93%12-mo yield$93 · $300 on $10k3.00%

−41.9%Worst dropSmaller wins−6.9%

63.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTQQQ · SCHD

0.7%TXN4.3%

0.7%AMGN4.1%

0.5%PEP4.0%

0.5%QCOM3.6%

Held in common3.2%

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

Both

5Y2 funds

#			Trend
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%	$120.5B
2	ATQQQ	ProShares UltraPro QQQRead Desk		0.94%	0.93%	+3.5%	−0.3%	−7.0%	+46.8%	+7.7%	−41.9%	$27.1B

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

Both

5Y2 funds

#			Trend
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%	$120.5B
2	ATQQQ	ProShares UltraPro QQQRead Desk		0.94%	0.93%	+3.5%	−0.3%	−7.0%	+46.8%	+7.7%	−41.9%	$27.1B

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

TQQQ vs SCHD

TQQQ

ProShares UltraPro QQQ

$14,510

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureTQQQSCHD

Fee0.94%0.06%

Cost on $10k a year$94$6

Yield0.93%3.00%

5 years, per year+7.7%+10.2%

3 years, per year+46.8%+20.0%

Worst drop · 1Y−41.9%−6.9%

Volatility · 1Y63.9%11.7%

5–1measures won
SCHD first

3.2%

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

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ 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

Overlap: TQQQ, SCHD

Today

3.2%most shared, TQQQ and SCHD

TQQQSCHD

TQQQ—3.2%

SCHD3.2%—

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

TQQQ$93 − $94 = −$1

KeptFee

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