UTSL vs SCHD

AUTSL

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%UTSL and SCHD

UTSL

SCHD

Direxion Daily Utilities Bull 3X ETF · $60MSchwab U.S. Dividend Equity ETF · $120B

+28.6%3 years · per year$21,279 · $17,123+19.6%

+5.8%5 years · per year$13,244 · $16,459+10.5%

0.98%Expense ratio$98 · $6 on $10k · lower wins0.06%

2.36%12-mo yield$236 · $296 on $10k2.96%

−46.7%Worst dropSmaller wins−6.9%

47.2%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTSL · SCHD

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

Held in common0.0%

End-of-day Nov 9, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk	0.98%	2.36%	+4.6%	−1.5%	−11.8%	+28.6%	+5.8%	−46.7%	$60M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk	0.98%	2.36%	+4.6%	−1.5%	−11.8%	+28.6%	+5.8%	−46.7%	$60M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UTSL vs SCHD

UTSL

Direxion Daily Utilities Bull 3X

$13,244

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureUTSLSCHD

Fee0.98%0.06%

Cost on $10k a year$98$6

Yield2.36%2.96%

5 years, per year+5.8%+10.5%

3 years, per year+28.6%+19.6%

Worst drop · 1Y−46.7%−6.9%

Volatility · 1Y47.2%11.8%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: UTSL, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

UTSLSCHDDGRO

UTSL—0.0%6.7%

SCHD0.0%—21.3%

DGRO6.7%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

UTSL$236 − $98 = $138

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee