RDIV vs VYM

ARDIV

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,993RDIV · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income3.45%RDIV · $345 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common6.1%RDIV and VYM

RDIV

VYM

Invesco S&P Ultra Dividend Revenue ETF · $1.5BVanguard High Dividend Yield ETF · $78.9B

+25.1%3 years · per year$19,584 · $17,107+19.6%

+13.7%5 years · per year$18,993 · $16,941+11.1%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

3.45%12-mo yield$345 · $231 on $10k2.31%

−10.7%Worst dropSmaller wins−6.7%

13.8%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · VYM

4.4%CVX1.6%

5.0%PEP0.7%

4.7%T0.7%

4.9%BMY0.5%

Held in common6.1%

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

Both

5Y2 funds

#			Trend
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

End-of-day Nov 6, 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%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

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 VYM

RDIV

Invesco S&P Ultra Dividend Revenue

$18,993

VYM

Vanguard High Dividend Yield

$16,941

MeasureRDIVVYM

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield3.45%2.31%

5 years, per year+13.7%+11.1%

3 years, per year+25.1%+19.6%

Worst drop · 1Y−10.7%−6.7%

Volatility · 1Y13.8%10.6%

3–3measures won
level

6.1%

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, VYM

Today

6.1%most shared, RDIV and VYM

RDIVVYM

RDIV—6.1%

VYM6.1%—

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

VYM$231 − $4 = $227

KeptFee

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