Compare · 2 funds side by side · dividends reinvested

RWL and SCHB

RWLInvesco×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,872RWL · best of the two

02 / 04

RWL and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Revenue ETFUS Stock Styles · Large cap0.39%1.19%+19.0%+22.3%+23.4%+13.5%−6.6%9.7%$10.4B1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: RWL 2008 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Revenue ETF · $10.4B$18,872

RWL

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 53.9% in common

RWLMeasureSCHB

+19.0%Year to dateJan 1 → Nov 3+11.6%

+22.3%1 yearTotal return+11.7%

+23.4%3 years · per year$10,000 became $18,812 · $18,993+23.8%

+13.5%5 years · per year$10,000 became $18,872 · $16,894+11.1%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

1.19%Trailing 12-mo yield$119 · $106 a year on $10k1.06%

−6.6%Worst dropSmaller is better−8.9%

9.7%VolatilityLower is calmer13.1%

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

6–2RWL wins

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

More Ways to See the Pairs

RWL vs SCHB: Top 5 Holdings

Today

RWL

15.0%in top 5

SCHB

in top 524.2%

RWLStockSCHB

2.5%AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

4.4%WMTnot top 5

3.7%AMZN3.3%

2.3%MCKnot top 5

2.3%UNHnot top 5

not top 5GOOGL2.2%

Held in common53.9%

End-of-day Nov 3, 2026 · share of each fund

RWL vs SCHB Returns, Every Period

InvescoRWL

+13.5%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

RWLSCHBFaded: behind in that period

3–1RWL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RWL vs SCHB

YTD

InvescoRWL

+19.0%

SCHBSchwab

+11.6%

+19.0%Year to date+11.6%

−6.6%Worst drop · 1Y−8.9%

9.7%Volatility · 1Y13.1%

1.2%Yield1.1%

$10.4BAssets$44.0B

4–0RWL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWL, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

RWL0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RWL, SCHB

1.19%highest, RWL

FundTrailing yieldYield$10k

RWL1.19%$119

SCHB1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

RWL$119 − $39 = $80

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RWL, SCHB

Today

53.9%most shared, RWL and SCHB

RWLSCHB

RWL—53.9%

SCHB53.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.3%RWL, at 9.7% volatility

RWLWorst drop−6.6%9.7% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RWLSCHB

+19.0%Year to date+11.6%

1.2%Yield1.1%

+22.3%Past year+11.7%

0.39%Fee0.03%

3–1RWL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026