RGEF vs SCHD5YRGEFRGEFAvsBSCHDSCHDRockefeller Global Equity ETF · $792MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,257+19.9%[…]5 years · per year[…] · $16,429+10.4%Cost and income0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%0.98%12-mo yield$98 · $293 on $10k2.93%
Overlap: RGEF, SCHD, VIGToday18.2%most shared, RGEF and VIGRGEFSCHDVIGRGEF—0.0%18.2%SCHD0.0%—14.5%VIG18.2%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
RGEF vs SCHD5YARGEFRockefeller Global Equity[…]vsSCHDBSchwab U.S. Dividend Equity$16,429MeasureRGEFSCHDFee0.55%0.06%Cost on $10k a year$55$6Yield0.98%2.93%5 years, per year[…]+10.4%3 years, per year[…]+19.9%Worst drop · 1Y−10.0%−6.9%Volatility · 1Y16.9%11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3ARGEFRockefeller Global Equity ETFReadDesk0.55%0.98%+0.3%+12.6%+13.3%newnew−10.0%$792MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3ARGEFRockefeller Global Equity ETFReadDesk0.55%0.98%+0.3%+12.6%+13.3%newnew−10.0%$792MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.6%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.6%+16.0%+19.6%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 13+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 13+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 13, 2026
Overlap: RGEF, SCHD, VIGToday18.2%most shared, RGEF and VIGRGEFSCHDVIGRGEF—0.0%18.2%SCHD0.0%—14.5%VIG18.2%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287VIG$145 − $4 = $141RGEF$98 − $55 = $43KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee