RDIV vs IAT

ARDIV

BIAT

Measures won4–2RDIV wins · of 6 · 5Y

$10,000 · 5Y$19,458RDIV · IAT $11,288

Lowest cost0.37%IAT · $37 on $10k

Most income3.37%RDIV · $337 on $10k

Smallest drop−10.7%RDIV · worst fall in 1Y

Held in common4.5%RDIV and IAT

RDIV

IAT

Invesco S&P Ultra Dividend Revenue ETF · $1.5BiShares U.S. Regional Banks ETF · $646M

+26.6%3 years · per year$20,283 · $21,338+28.7%

+14.2%5 years · per year$19,458 · $11,288+2.5%

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

3.37%12-mo yield$337 · $268 on $10k2.68%

−10.7%Worst dropSmaller wins−17.5%

13.7%VolatilityLower wins20.6%

4–2RDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · IAT

3.3%TFC9.7%

1.2%KEY3.5%

Held in common4.5%

End-of-day Nov 4, 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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.37%	+3.6%	+24.8%	+26.6%	+26.6%	+14.2%	−10.7%	$1.5B
2	BIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.68%	+1.7%	+13.1%	+27.3%	+28.7%	+2.5%	−17.5%	$646M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.37%	+3.6%	+24.8%	+26.6%	+26.6%	+14.2%	−10.7%	$1.5B
2	BIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.68%	+1.7%	+13.1%	+27.3%	+28.7%	+2.5%	−17.5%	$646M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RDIV vs IAT

RDIV

Invesco S&P Ultra Dividend Revenue

$19,458

IAT

iShares U.S. Regional Banks

$11,289

MeasureRDIVIAT

Fee0.39%0.37%

Cost on $10k a year$39$37

Yield3.37%2.68%

5 years, per year+14.2%+2.5%

3 years, per year+26.6%+28.7%

Worst drop · 1Y−10.7%−17.5%

Volatility · 1Y13.7%20.6%

4–2measures won
RDIV first

4.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RDIV, IAT

Today

4.5%most shared, RDIV and IAT

RDIVIAT

RDIV—4.5%

IAT4.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$298most kept, RDIV

RDIV$337 − $39 = $298

IAT$268 − $37 = $231

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee