RJVI vs SCHD

ARJVI

BSCHD

Measures won3–1RJVI wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.21%RJVI · $421 on $10k

Smallest drop−4.2%RJVI · worst fall in 1Y

Held in common3.7%RJVI and SCHD

RJVI

SCHD

RJ Eagle Vertical Income ETF · $22MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.51%Expense ratio$51 · $6 on $10k · lower wins0.06%

4.21%12-mo yield$421 · $298 on $10k2.98%

−4.2%Worst dropSmaller wins−6.9%

4.2%VolatilityLower wins11.7%

3–1RJVI wins

$10,000 · 5 yearsOne scale

Shared top holdingsRJVI · SCHD

1.5%KO4.2%

0.8%CVX3.9%

0.8%VZ3.5%

0.7%UPS2.0%

Held in common3.7%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ARJVI	RJ Eagle Vertical Income ETFRead Desk		0.51%	4.21%	−0.2%	+1.9%	+3.1%	new	new	−4.2%	$22M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ARJVI	RJ Eagle Vertical Income ETFRead Desk		0.51%	4.21%	−0.2%	+1.9%	+3.1%	new	new	−4.2%	$22M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RJVI vs SCHD

RJVI

RJ Eagle Vertical Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureRJVISCHD

Fee0.51%0.06%

Cost on $10k a year$51$6

Yield4.21%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−4.2%−6.9%

Volatility · 1Y4.2%11.7%

3–1measures won
RJVI first

3.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RJVI, SCHD

Today

3.7%most shared, RJVI and SCHD

RJVISCHD

RJVI—3.7%

SCHD3.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$370most kept, RJVI

RJVI$421 − $51 = $370

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee