Compare · 3 funds side by side · dividends reinvested

RSPA, CGDV and SCHD

RSPAInvesco×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

RSPA, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

Invesco S&P 500 Equal Weight Income Advantage ETFIncome · Dividend stocks0.32%9.03%+14.4%+17.3%[…][…]−6.2%9.0%$1.2B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: RSPA 2024 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Equal Weight Income Advantage ETF · $1.2B[…]

RSPA

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

RSPAMeasureCGDV

+14.4%Year to dateJan 1 → Nov 5+14.6%

+17.3%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

0.32%Expense ratio$32 · $33 a year on $10k · lower is better0.33%

9.03%Trailing 12-mo yield$903 · $122 a year on $10k1.22%

−6.2%Worst dropSmaller is better−9.7%

9.0%VolatilityLower is calmer12.6%

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

4–2RSPA wins

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

More Ways to See the Pairs

RSPA vs CGDV: Top 5 Holdings

Today

RSPA

1.1%in top 5

CGDV

in top 524.4%

RSPAStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

0.3%MRNAnot top 5

0.2%PTCnot top 5

0.2%ACNnot top 5

0.2%CCLnot top 5

0.2%HASnot top 5

Held in common6.2%

End-of-day Nov 5, 2026 · share of each fund

RSPA vs CGDV Returns, Every Period

InvescoRSPA

+17.3%

past year

CGDVCapital Group

+17.5%

past year

RSPACGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

RSPA vs SCHD

YTD

InvescoRSPA

+14.4%

SCHDSchwab

+35.3%

+14.4%Year to date+35.3%

−6.2%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y11.5%

9.0%Yield2.9%

$1.2BAssets$123B

3–1RSPA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSPA, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RSPA0.32%$32

CGDV0.33%$33

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RSPA, CGDV, SCHD

9.03%highest, RSPA

FundTrailing yieldYield$10k

RSPA9.03%$903

SCHD2.91%$291

CGDV1.22%$122

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$871most kept, RSPA

RSPA$903 − $32 = $871

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RSPA, CGDV, SCHD

Today

7.0%most shared, RSPA and SCHD

RSPACGDVSCHD

RSPA—6.2%7.0%

CGDV6.2%—5.8%

SCHD7.0%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

RSPAWorst drop−6.2%9.0% vol

SCHDWorst drop−6.9%11.5% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RSPASCHD

+14.4%Year to date+35.3%

9.0%Yield2.9%

+17.3%Past year+41.6%

0.32%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 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 5, 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 5, 2026