Compare · 2 funds side by side · dividends reinvested

RSPE and SCHD

RSPEInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

RSPE 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%$123B1.1

Invesco ESG S&P 500 Equal Weight ETFLow-Cost Core · S&P 5000.20%1.36%+22.2%+26.9%+22.2%[…]−8.9%12.7%$75M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: RSPE 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco ESG S&P 500 Equal Weight ETF · $75M[…]

RSPE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

RSPEMeasureSCHD

+22.2%Year to dateJan 1 → Nov 4+35.3%

+26.9%1 yearTotal return+41.6%

+22.2%3 years · per year$10,000 became $18,263 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

1.36%Trailing 12-mo yield$136 · $291 a year on $10k2.91%

−8.9%Worst dropSmaller is better−6.9%

12.7%VolatilityLower is calmer11.5%

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

1–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RSPE vs SCHD: Top 5 Holdings

Today

RSPE

4.1%in top 5

SCHD

in top 521.6%

RSPEStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.0%KMBnot top 5

0.9%MRNAnot top 5

0.8%ACNnot top 5

0.7%HASnot top 5

0.7%CCLnot top 5

Held in common8.8%

End-of-day Nov 4, 2026 · share of each fund

RSPE vs SCHD Returns, Every Period

InvescoRSPE

+26.9%

past year

SCHDSchwab

+41.6%

past year

RSPESCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Income: RSPE vs SCHD

YTD

InvescoRSPE

+22.2%

SCHDSchwab

+35.3%

+22.2%Year to date+35.3%

−8.9%Worst drop · 1Y−6.9%

12.7%Volatility · 1Y11.5%

1.4%Yield2.9%

$75.3MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSPE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RSPE0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RSPE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

RSPE1.36%$136

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

RSPE$136 − $20 = $116

KeptFee

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

Overlap: RSPE, SCHD

Today

8.8%most shared, RSPE and SCHD

RSPESCHD

RSPE—8.8%

SCHD8.8%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

RSPEWorst drop−8.9%12.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDRSPE

+35.3%Year to date+22.2%

2.9%Yield1.4%

+41.6%Past year+26.9%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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