Compare · 2 funds side by side · dividends reinvested

RWK and SCHD

RWKInvesco×SCHDSchwab×
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,724 · 2022RWK$17,646SCHD$16,881Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,646RWK · best of the two
02 / 04

RWK 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 S&P MidCap 400 Revenue ETFUS Stock Styles · Mid cap0.39%1.02%+19.3%+22.5%+20.8%+12.0%−11.1%15.6%$1.3B1.9
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: RWK 2008 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

5Y
Invesco S&P MidCap 400 Revenue ETF · $1.3B$17,646
RWK
SCHD
Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

RWKMeasureSCHD
+19.3%Year to dateJan 1 → Nov 4+35.3%
+22.5%1 yearTotal return+41.6%
+20.8%3 years · per year$10,000 became $17,642 · $17,908+21.4%
+12.0%5 years · per year$10,000 became $17,646 · $16,881+11.0%
0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%
1.02%Trailing 12-mo yield$102 · $291 a year on $10k2.91%
−11.1%Worst dropSmaller is better−6.9%
15.6%VolatilityLower is calmer11.5%
RWKSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7SCHD wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

RWK vs SCHD: Top 5 Holdings

Today
RWK
13.0%in top 5
in top 521.6%
RWKStockSCHD
not top 5TXN4.8%
not top 5PG4.3%
not top 5KO4.2%
not top 5CVX4.2%
not top 5COP4.1%
3.7%ACInot top 5
2.7%PFGCnot top 5
2.4%SNXnot top 5
2.3%AALnot top 5
1.9%MOHnot top 5
Held in common3.1%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

RWK vs SCHD Returns, Every Period

5Y
InvescoRWK
+12.0%
5 years, per year
SCHDSchwab
+11.0%
5 years, per year
0%+10%+20%+30%+40%+50%+19.3%+35.3%YTD+22.5%+41.6%1 year+20.8%+21.4%3 yrs · yr+12.0%+11.0%5 yrs · yr
RWKSCHDFaded: behind in that period
1–3SCHD wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: RWK vs SCHD

YTD
InvescoRWK
+19.3%
SCHDSchwab
+35.3%
Jan 1Nov 4+19.3%+35.3%
+19.3%Year to date+35.3%
−11.1%Worst drop · 1Y−6.9%
15.6%Volatility · 1Y11.5%
1.0%Yield2.9%
$1.3BAssets$123B
4–0SCHD wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: RWK, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
RWK0.39%$39
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: RWK, SCHD

1Y
2.91%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.91%$291
RWK1.02%$102
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$285most kept, SCHD
SCHD$291 − $6 = $285
RWK$102 − $39 = $63
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: RWK, SCHD

Today
3.1%most shared, RWK and SCHD
RWKSCHD
RWK—3.1%
SCHD3.1%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+41.6%SCHD, at 11.5% volatility
0%+20%+40%+60%5%10%15%20%Volatility · 1 year → bumpierSCHD +41.6%RWK +22.5%
SCHDWorst drop−6.9%11.5% vol
RWKWorst drop−11.1%15.6% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 4+35.3%+19.3%
+35.3%Year to date+19.3%
2.9%Yield1.0%
+41.6%Past year+22.5%
0.06%Fee0.39%
4–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$182BAssets$805B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com