RDIV vs SCHD

ARDIV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,993RDIV · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income3.45%RDIV · $345 on $10k

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

Held in common17.4%RDIV and SCHD

RDIV

SCHD

Invesco S&P Ultra Dividend Revenue ETF · $1.5BSchwab U.S. Dividend Equity ETF · $120B

+25.1%3 years · per year$19,584 · $17,266+20.0%

+13.7%5 years · per year$18,993 · $16,267+10.2%

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

3.45%12-mo yield$345 · $300 on $10k3.00%

−10.7%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRDIV · SCHD

5.0%PEP4.0%

4.4%CVX4.0%

4.9%BMY3.1%

5.3%CMCSA2.1%

Held in common17.4%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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 SCHD

RDIV

Invesco S&P Ultra Dividend Revenue

$18,993

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureRDIVSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield3.45%3.00%

5 years, per year+13.7%+10.2%

3 years, per year+25.1%+20.0%

Worst drop · 1Y−10.7%−6.9%

Volatility · 1Y13.8%11.7%

3–3measures won
level

17.4%

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: RDIV, SCHD, VOO

Today

17.4%most shared, RDIV and SCHD

RDIVSCHDVOO

RDIV—17.4%2.6%

SCHD17.4%—7.6%

VOO2.6%7.6%—

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

VOO$110 − $3 = $107

KeptFee

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