Compare · 3 funds side by side · dividends reinvested

RSPH, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

RSPH, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.1

Invesco S&P 500 Equal Weight Health Care ETFUS Stock Styles · Equal weight0.40%0.54%+30.7%+37.5%+17.6%+6.8%−10.9%17.4%$1.0B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: RSPH 2006 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Equal Weight Health Care ETF · $1.0B$13,865

RSPH

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

RSPHMeasureSCHD

+30.7%Year to dateJan 1 → Nov 9+33.2%

+37.5%1 yearTotal return+39.1%

+17.6%3 years · per year$10,000 became $16,261 · $17,123+19.6%

+6.8%5 years · per year$10,000 became $13,865 · $16,459+10.5%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

0.54%Trailing 12-mo yield$54 · $296 a year on $10k2.96%

−10.9%Worst dropSmaller is better−6.9%

17.4%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RSPH vs SCHD: Top 5 Holdings

Today

RSPH

10.5%in top 5

SCHD

in top 521.4%

RSPHStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.8%MRNAnot top 5

2.0%MTDnot top 5

2.0%IDXXnot top 5

1.9%ISRGnot top 5

1.9%GEHCnot top 5

Held in common7.7%

End-of-day Nov 9, 2026 · share of each fund

RSPH vs SCHD Returns, Every Period

InvescoRSPH

+6.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

RSPHSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: RSPH vs SCHD

YTD

InvescoRSPH

+30.7%

SCHDSchwab

+33.2%

+30.7%Year to date+33.2%

−10.9%Worst drop · 1Y−6.9%

17.4%Volatility · 1Y11.8%

0.5%Yield3.0%

$1.0BAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSPH, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

RSPH0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RSPH, SCHD, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

RSPH0.54%$54

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

RSPH$54 − $40 = $14

KeptFee

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

Overlap: RSPH, SCHD, IWF

Today

7.7%most shared, RSPH and SCHD

RSPHSCHDIWF

RSPH—7.7%4.1%

SCHD7.7%—3.6%

IWF4.1%3.6%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

RSPHWorst drop−10.9%17.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDRSPH

+33.2%Year to date+30.7%

3.0%Yield0.5%

+39.1%Past year+37.5%

0.06%Fee0.40%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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