RAFE vs SCHD

ARAFE

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,570RAFE · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common20.6%RAFE and SCHD

RAFE

SCHD

PIMCO RAFI ESG U.S. ETF · $173MSchwab U.S. Dividend Equity ETF · $122B

+22.8%3 years · per year$18,529 · $17,123+19.6%

+11.9%5 years · per year$17,570 · $16,459+10.5%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

1.44%12-mo yield$144 · $296 on $10k2.96%

−7.5%Worst dropSmaller wins−6.9%

12.1%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRAFE · SCHD

2.8%UNH3.9%

2.1%MRK3.8%

2.0%PG4.4%

1.9%VZ3.6%

Held in common20.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.44%	+2.1%	+23.6%	+28.5%	+22.8%	+11.9%	−7.5%	$173M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.44%	+2.1%	+23.6%	+28.5%	+22.8%	+11.9%	−7.5%	$173M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RAFE vs SCHD

RAFE

PIMCO RAFI ESG U.S.

$17,570

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureRAFESCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield1.44%2.96%

5 years, per year+11.9%+10.5%

3 years, per year+22.8%+19.6%

Worst drop · 1Y−7.5%−6.9%

Volatility · 1Y12.1%11.8%

4–2measures won
SCHD first

20.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: RAFE, SCHD, IWF

Today

25.6%most shared, RAFE and IWF

RAFESCHDIWF

RAFE—20.6%25.6%

SCHD20.6%—3.6%

IWF25.6%3.6%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

RAFE$144 − $29 = $115

IWF$38 − $18 = $20

KeptFee

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