UGE vs SCHD

AUGE

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common18.7%UGE and SCHD

UGE

SCHD

ProShares - Ultra Consumer Staples · $12MSchwab U.S. Dividend Equity ETF · $120B

+17.3%3 years · per year$16,127 · $17,266+20.0%

−3.9%5 years · per year$8,206 · $16,267+10.2%

2.02%Expense ratio$202 · $6 on $10k · lower wins0.06%

1.90%12-mo yield$190 · $300 on $10k3.00%

−21.4%Worst dropSmaller wins−6.9%

31.5%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUGE · SCHD

4.8%PG4.5%

4.6%KO4.3%

2.8%MO3.1%

2.6%PEP4.0%

Held in common18.7%

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	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
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AUGE	ProShares - Ultra Consumer StaplesRead Desk	2.02%	1.90%	−2.3%	+29.9%	+36.7%	+17.3%	−3.9%	−21.4%	$12M

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	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
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AUGE	ProShares - Ultra Consumer StaplesRead Desk	2.02%	1.90%	−2.3%	+29.9%	+36.7%	+17.3%	−3.9%	−21.4%	$12M

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

UGE vs SCHD

UGE

ProShares - Ultra Consumer Staples

$8,206

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureUGESCHD

Fee2.02%0.06%

Cost on $10k a year$202$6

Yield1.90%3.00%

5 years, per year−3.9%+10.2%

3 years, per year+17.3%+20.0%

Worst drop · 1Y−21.4%−6.9%

Volatility · 1Y31.5%11.7%

6–0measures won
SCHD first

18.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: UGE, SCHD, VIG

Today

18.7%most shared, UGE and SCHD

UGESCHDVIG

UGE—18.7%9.1%

SCHD18.7%—14.5%

VIG9.1%14.5%—

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

VIG$150 − $4 = $146

UGE$190 − $202 = −$12

KeptFee

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