RFV vs SCHD

ARFV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,620RFV · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.0%RFV and SCHD

RFV

SCHD

Invesco S&P MidCap 400 Pure Value ETF · $345MSchwab U.S. Dividend Equity ETF · $120B

+17.0%3 years · per year$16,023 · $17,266+20.0%

+10.7%5 years · per year$16,620 · $16,267+10.2%

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

1.67%12-mo yield$167 · $300 on $10k3.00%

−12.5%Worst dropSmaller wins−6.9%

15.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFV · SCHD

3.5%DINO0.4%

0.5%COLB0.2%

1.8%M0.2%

0.7%OZK0.1%

Held in common1.0%

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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk	0.35%	1.67%	−0.5%	+13.0%	+15.8%	+17.0%	+10.7%	−12.5%	$345M
2	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk	0.35%	1.67%	−0.5%	+13.0%	+15.8%	+17.0%	+10.7%	−12.5%	$345M
2	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

RFV vs SCHD

RFV

Invesco S&P MidCap 400 Pure Value

$16,620

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureRFVSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield1.67%3.00%

5 years, per year+10.7%+10.2%

3 years, per year+17.0%+20.0%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y15.9%11.7%

5–1measures won
SCHD first

1.0%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

Overlap: RFV, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

RFVSCHDIWF

RFV—1.0%0.1%

SCHD1.0%—3.7%

IWF0.1%3.7%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

RFV$167 − $35 = $132

IWF$39 − $18 = $21

KeptFee

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