Compare · 3 funds side by side · dividends reinvested

RDIV, IAT and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,993RDIV · best of the three

02 / 04

RDIV, IAT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Invesco S&P Ultra Dividend Revenue ETFIncome · Dividend stocks0.39%3.45%+21.9%+23.3%+25.1%+13.7%−10.7%13.8%$1.5B1.9

iShares U.S. Regional Banks ETFSectors · Financials0.37%2.76%+9.7%+22.9%+27.1%+1.7%−17.5%20.8%$627M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: RDIV 2013 · IAT 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Ultra Dividend Revenue ETF · $1.5B$18,993

RDIV

IAT

iShares U.S. Regional Banks ETF · $627M$10,891

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

RDIVMeasureIAT

+21.9%Year to dateJan 1 → Nov 6+9.7%

+23.3%1 yearTotal return+22.9%

+25.1%3 years · per year$10,000 became $19,584 · $20,522+27.1%

+13.7%5 years · per year$10,000 became $18,993 · $10,891+1.7%

0.39%Expense ratio$39 · $37 a year on $10k · lower is better0.37%

3.45%Trailing 12-mo yield$345 · $276 a year on $10k2.76%

−10.7%Worst dropSmaller is better−17.5%

13.8%VolatilityLower is calmer20.8%

RDIVIAT Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2RDIV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RDIV vs IAT: Top 5 Holdings

Today

RDIV

25.2%in top 5

IAT

in top 549.1%

RDIVStockIAT

not top 5USB15.1%

not top 5PNC14.6%

not top 5TFC9.8%

5.3%CMCSAnot top 5

not top 5FITB5.2%

5.0%PRUnot top 5

5.0%PEPnot top 5

5.0%Fnot top 5

4.9%BMYnot top 5

not top 5RF4.4%

Held in common4.4%

End-of-day Nov 6, 2026 · share of each fund

RDIV vs IAT Returns, Every Period

InvescoRDIV

+13.7%

5 years, per year

IATiShares

+1.7%

5 years, per year

RDIVIATFaded: behind in that period

3–1RDIV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

RDIV vs SCHD

YTD

InvescoRDIV

+21.9%

SCHDSchwab

+31.4%

+21.9%Year to date+31.4%

−10.7%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.7%

3.4%Yield3.0%

$1.5BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RDIV, IAT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IAT0.37%$37

RDIV0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RDIV, IAT, SCHD

3.45%highest, RDIV

FundTrailing yieldYield$10k

RDIV3.45%$345

SCHD3.00%$300

IAT2.76%$276

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$306most kept, RDIV

RDIV$345 − $39 = $306

SCHD$300 − $6 = $294

IAT$276 − $37 = $239

KeptFee

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

Overlap: RDIV, IAT, SCHD

Today

17.4%most shared, RDIV and SCHD

RDIVIATSCHD

RDIV—4.4%17.4%

IAT4.4%—2.3%

SCHD17.4%2.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

RDIVWorst drop−10.7%13.8% vol

IATWorst drop−17.5%20.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

RDIVSCHD

+21.9%Year to date+31.4%

3.4%Yield3.0%

+23.3%Past year+37.0%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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