RDIV vs SCHD

ARDIV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,458RDIV · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income3.37%RDIV · $337 on $10k

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

Held in common17.2%RDIV and SCHD

RDIV

SCHD

Invesco S&P Ultra Dividend Revenue ETF · $1.5BSchwab U.S. Dividend Equity ETF · $123B

+26.6%3 years · per year$20,283 · $17,908+21.4%

+14.2%5 years · per year$19,458 · $16,881+11.0%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

3.37%12-mo yield$337 · $291 on $10k2.91%

−10.7%Worst dropSmaller wins−6.9%

13.7%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · SCHD

4.8%CVX4.2%

4.9%PEP3.8%

4.9%BMY3.0%

5.2%CMCSA2.0%

Held in common17.2%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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 SCHD

RDIV

Invesco S&P Ultra Dividend Revenue

$19,458

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureRDIVSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield3.37%2.91%

5 years, per year+14.2%+11.0%

3 years, per year+26.6%+21.4%

Worst drop · 1Y−10.7%−6.9%

Volatility · 1Y13.7%11.5%

3–3measures won
level

17.2%

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, SCHD

Today

17.2%most shared, RDIV and SCHD

RDIVSCHD

RDIV—17.2%

SCHD17.2%—

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

SCHD$291 − $6 = $285

KeptFee

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