Compare · 3 funds side by side · dividends reinvested

RWL, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,745RWL · best of the three

02 / 04

RWL, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Revenue ETFUS Stock Styles · Large cap0.39%1.20%+17.8%+20.9%+22.0%+13.4%−6.6%10.3%$10.3B1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: RWL 2008 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Revenue ETF · $10.3B$18,745

RWL

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested · they hold 54.3% in common

RWLMeasureSCHB

+17.8%Year to dateJan 1 → Nov 6+8.8%

+20.9%1 yearTotal return+9.7%

+22.0%3 years · per year$10,000 became $18,148 · $17,991+21.6%

+13.4%5 years · per year$10,000 became $18,745 · $16,377+10.4%

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

1.20%Trailing 12-mo yield$120 · $109 a year on $10k1.09%

−6.6%Worst dropSmaller is better−8.9%

10.3%VolatilityLower is calmer13.8%

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

7–1RWL wins

End-of-day Nov 6, 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

15.6%in top 5

SCHB

in top 524.8%

RWLStockSCHB

2.5%AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

4.4%WMTnot top 5

4.0%AMZN3.6%

2.5%MCKnot top 5

not top 5GOOGL2.3%

2.2%UNHnot top 5

Held in common54.3%

End-of-day Nov 6, 2026 · share of each fund

RWL vs SCHB Returns, Every Period

InvescoRWL

+13.4%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

RWLSCHBFaded: behind in that period

4–0RWL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

RWL vs SCHB

YTD

InvescoRWL

+17.8%

SCHBSchwab

+8.8%

+17.8%Year to date+8.8%

−6.6%Worst drop · 1Y−8.9%

10.3%Volatility · 1Y13.8%

1.2%Yield1.1%

$10.3BAssets$43.2B

4–0RWL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWL, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

RWL0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RWL, SCHB, VUG

1.20%highest, RWL

FundTrailing yieldYield$10k

RWL1.20%$120

SCHB1.09%$109

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

RWL$120 − $39 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: RWL, SCHB, VUG

Today

54.3%most shared, RWL and SCHB

RWLSCHBVUG

RWL—54.3%22.2%

SCHB54.3%—50.0%

VUG22.2%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%RWL, at 10.3% volatility

RWLWorst drop−6.6%10.3% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

RWLSCHB

+17.8%Year to date+8.8%

1.2%Yield1.1%

+20.9%Past year+9.7%

0.39%Fee0.03%

3–1RWL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026