RSMV vs SCHD

ARSMV

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

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 common24.7%RSMV and SCHD

RSMV

SCHD

Relative Strength Managed Volatility Strategy ETF · $17MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

1.03%12-mo yield$103 · $300 on $10k3.00%

−11.4%Worst dropSmaller wins−6.9%

14.8%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSMV · SCHD

3.3%HD4.3%

3.2%PG4.5%

3.2%MRK3.8%

3.1%KO4.3%

Held in common24.7%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ARSMV	Relative Strength Managed Volatility Strategy ETFRead Desk		0.95%	1.03%	+0.1%	−2.5%	−0.2%	new	new	−11.4%	$17M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ARSMV	Relative Strength Managed Volatility Strategy ETFRead Desk		0.95%	1.03%	+0.1%	−2.5%	−0.2%	new	new	−11.4%	$17M

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

RSMV vs SCHD

RSMV

Relative Strength Managed Volatility Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureRSMVSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield1.03%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−11.4%−6.9%

Volatility · 1Y14.8%11.7%

4–0measures won
SCHD first

24.7%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RSMV, SCHD

Today

24.7%most shared, RSMV and SCHD

RSMVSCHD

RSMV—24.7%

SCHD24.7%—

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

RSMV$103 − $95 = $8

KeptFee

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