RDIV vs IAT

ARDIV

BIAT

Measures won4–2RDIV wins · of 6 · 5Y

$10,000 · 5Y$18,993RDIV · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.45%RDIV · $345 on $10k

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

Held in common4.4%RDIV and IAT

RDIV

IAT

Invesco S&P Ultra Dividend Revenue ETF · $1.5BiShares U.S. Regional Banks ETF · $627M

+25.1%3 years · per year$19,584 · $20,522+27.1%

+13.7%5 years · per year$18,993 · $10,891+1.7%

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

3.45%12-mo yield$345 · $276 on $10k2.76%

−10.7%Worst dropSmaller wins−17.5%

13.8%VolatilityLower wins20.8%

4–2RDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRDIV · IAT

3.2%TFC9.8%

1.2%KEY3.4%

Held in common4.4%

End-of-day Nov 6, 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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk	0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BIAT	iShares U.S. Regional Banks ETFRead Desk	0.37%	2.76%	−0.6%	+9.7%	+22.9%	+27.1%	+1.7%	−17.5%	$627M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk	0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BIAT	iShares U.S. Regional Banks ETFRead Desk	0.37%	2.76%	−0.6%	+9.7%	+22.9%	+27.1%	+1.7%	−17.5%	$627M

End-of-day Nov 6, 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

$18,993

IAT

iShares U.S. Regional Banks

$10,891

MeasureRDIVIAT

Fee0.39%0.37%

Cost on $10k a year$39$37

Yield3.45%2.76%

5 years, per year+13.7%+1.7%

3 years, per year+25.1%+27.1%

Worst drop · 1Y−10.7%−17.5%

Volatility · 1Y13.8%20.8%

4–2measures won
RDIV first

4.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RDIV, IAT, SCHD

Today

17.4%most shared, RDIV and SCHD

RDIVIATSCHD

RDIV—4.4%17.4%

IAT4.4%—2.3%

SCHD17.4%2.3%—

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

Income After Fees on $10,000

$306most kept, RDIV

RDIV$345 − $39 = $306

SCHD$300 − $6 = $294

IAT$276 − $37 = $239

KeptFee

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