RDIV vs IAK

ARDIV

BIAK

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,714IAK · RDIV $19,113

Lowest cost0.37%IAK · $37 on $10k

Most income3.41%RDIV · $341 on $10k

Smallest drop−10.5%IAK · worst fall in 1Y

Held in common4.5%RDIV and IAK

RDIV

IAK

Invesco S&P Ultra Dividend Revenue ETF · $1.5BiShares U.S. Insurance ETF · $493M

+25.8%3 years · per year$19,892 · $17,089+19.6%

+13.8%5 years · per year$19,113 · $19,714+14.5%

0.39%Expense ratio$39 · $37 on $10k · lower wins0.37%

3.41%12-mo yield$341 · $235 on $10k2.35%

−10.7%Worst dropSmaller wins−10.5%

13.7%VolatilityLower wins16.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · IAK

5.2%PRU4.5%

Held in common4.5%

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

Both

5Y2 funds

#			Trend
1	BIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.35%	−1.0%	+13.9%	+21.2%	+19.6%	+14.5%	−10.5%	$493M
2	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.41%	−1.1%	+23.5%	+26.0%	+25.8%	+13.8%	−10.7%	$1.5B

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

Both

5Y2 funds

#			Trend
1	BIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.35%	−1.0%	+13.9%	+21.2%	+19.6%	+14.5%	−10.5%	$493M
2	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.41%	−1.1%	+23.5%	+26.0%	+25.8%	+13.8%	−10.7%	$1.5B

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

Cards for this view

RDIV vs IAK

RDIV

Invesco S&P Ultra Dividend Revenue

$19,113

IAK

iShares U.S. Insurance

$19,714

MeasureRDIVIAK

Fee0.39%0.37%

Cost on $10k a year$39$37

Yield3.41%2.35%

5 years, per year+13.8%+14.5%

3 years, per year+25.8%+19.6%

Worst drop · 1Y−10.7%−10.5%

Volatility · 1Y13.7%16.2%

3–3measures won
level

4.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RDIV, IAK

Today

4.5%most shared, RDIV and IAK

RDIVIAK

RDIV—4.5%

IAK4.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$302most kept, RDIV

RDIV$341 − $39 = $302

IAK$235 − $37 = $198

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee