UCC vs SCHD

AUCC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · UCC $9,807

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common5.1%UCC and SCHD

UCC

SCHD

ProShares - Ultra Consumer Discretionary · $10MSchwab U.S. Dividend Equity ETF · $123B

+25.7%3 years · per year$19,870 · $17,908+21.4%

−0.4%5 years · per year$9,807 · $16,881+11.0%

1.67%Expense ratio$167 · $6 on $10k · lower wins0.06%

1.23%12-mo yield$123 · $291 on $10k2.91%

−29.1%Worst dropSmaller wins−6.9%

39.4%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsUCC · SCHD

3.5%HD4.1%

0.8%F1.1%

0.4%DRI0.6%

0.3%BBY0.4%

Held in common5.1%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AUCC	ProShares - Ultra Consumer DiscretionaryRead Desk		1.67%	1.23%	+8.5%	−2.5%	−6.1%	+25.7%	−0.4%	−29.1%	$10M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AUCC	ProShares - Ultra Consumer DiscretionaryRead Desk		1.67%	1.23%	+8.5%	−2.5%	−6.1%	+25.7%	−0.4%	−29.1%	$10M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UCC vs SCHD

UCC

ProShares - Ultra Consumer Discretionary

$9,807

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureUCCSCHD

Fee1.67%0.06%

Cost on $10k a year$167$6

Yield1.23%2.91%

5 years, per year−0.4%+11.0%

3 years, per year+25.7%+21.4%

Worst drop · 1Y−29.1%−6.9%

Volatility · 1Y39.4%11.5%

5–1measures won
SCHD first

5.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: UCC, SCHD

Today

5.1%most shared, UCC and SCHD

UCCSCHD

UCC—5.1%

SCHD5.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

UCC$123 − $167 = −$44

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee