RFG vs SCHD

ARFG

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · RFG $12,558

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.1%RFG and SCHD

RFG

SCHD

Invesco S&P MidCap 400 Pure Growth ETF · $318MSchwab U.S. Dividend Equity ETF · $123B

+15.7%3 years · per year$15,505 · $17,908+21.4%

+4.7%5 years · per year$12,558 · $16,881+11.0%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

0.11%12-mo yield$11 · $291 on $10k2.91%

−13.5%Worst dropSmaller wins−6.9%

20.5%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFG · SCHD

0.9%FHI0.1%

Held in common0.1%

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	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
2	ARFG	Invesco S&P MidCap 400 Pure Growth ETFRead Desk		0.35%	0.11%	−1.1%	+8.2%	+10.4%	+15.7%	+4.7%	−13.5%	$318M

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	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
2	ARFG	Invesco S&P MidCap 400 Pure Growth ETFRead Desk		0.35%	0.11%	−1.1%	+8.2%	+10.4%	+15.7%	+4.7%	−13.5%	$318M

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

RFG vs SCHD

RFG

Invesco S&P MidCap 400 Pure Growth

$12,558

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureRFGSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield0.11%2.91%

5 years, per year+4.7%+11.0%

3 years, per year+15.7%+21.4%

Worst drop · 1Y−13.5%−6.9%

Volatility · 1Y20.5%11.5%

6–0measures won
SCHD first

0.1%

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: RFG, SCHD

Today

0.1%most shared, RFG and SCHD

RFGSCHD

RFG—0.1%

SCHD0.1%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

RFG$11 − $35 = −$24

KeptFee

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