RSMC vs SCHD5YRSMCRSMCAvsBSCHDSCHDRockefeller U.S. Small-Mid Cap ETF · $748MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%0.00%12-mo yield$0 · $292 on $10k2.92%Risk · 1 year
Overlap: RSMC, SCHD, IWFToday3.6%most shared, SCHD and IWFRSMCSCHDIWFRSMC—0.1%0.1%SCHD0.1%—3.6%IWF0.1%3.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
RSMC vs SCHD5YARSMCRockefeller U.S. Small-Mid Cap[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureRSMCSCHDFee0.75%0.06%Cost on $10k a year$75$6Yield0.00%2.92%5 years, per year[…]+10.4%3 years, per year[…]+20.2%Worst drop · 1Y−10.5%−6.9%Volatility · 1Y17.2%11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3ARSMCRockefeller U.S. Small-Mid Cap ETFReadDesk0.75%0.00%−0.1%+10.8%+8.7%newnew−10.5%$748MEnd-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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3ARSMCRockefeller U.S. Small-Mid Cap ETFReadDesk0.75%0.00%−0.1%+10.8%+8.7%newnew−10.5%$748MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: RSMC, SCHD, IWFToday3.6%most shared, SCHD and IWFRSMCSCHDIWFRSMC—0.1%0.1%SCHD0.1%—3.6%IWF0.1%3.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286IWF$38 − $18 = $20RSMC$0 − $75 = −$75KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee