RPV vs SCHD

ARPV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,105RPV · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common10.8%RPV and SCHD

RPV

SCHD

Invesco S&P 500 Pure Value ETF · $1.8BSchwab U.S. Dividend Equity ETF · $123B

+23.4%3 years · per year$18,773 · $17,414+20.3%

+11.3%5 years · per year$17,105 · $16,375+10.4%

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

2.09%12-mo yield$209 · $298 on $10k2.98%

−7.7%Worst dropSmaller wins−6.9%

12.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRPV · SCHD

1.9%TGT1.7%

1.7%F1.2%

1.0%CMCSA2.1%

1.9%ADM0.8%

Held in common10.8%

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	ARPV	Invesco S&P 500 Pure Value ETFRead Desk		0.35%	2.09%	−2.1%	+19.2%	+25.7%	+23.4%	+11.3%	−7.7%	$1.8B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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	ARPV	Invesco S&P 500 Pure Value ETFRead Desk		0.35%	2.09%	−2.1%	+19.2%	+25.7%	+23.4%	+11.3%	−7.7%	$1.8B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

RPV vs SCHD

RPV

Invesco S&P 500 Pure Value

$17,105

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureRPVSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield2.09%2.98%

5 years, per year+11.3%+10.4%

3 years, per year+23.4%+20.3%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y12.2%11.7%

4–2measures won
SCHD first

10.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RPV, SCHD

Today

10.8%most shared, RPV and SCHD

RPVSCHD

RPV—10.8%

SCHD10.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

RPV$209 − $35 = $174

KeptFee

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