RSP vs SCHD

ARSP

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · RSP $15,514

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common9.2%RSP and SCHD

RSP

SCHD

Invesco S&P 500 Equal Weight ETF · $101BSchwab U.S. Dividend Equity ETF · $121B

+20.3%3 years · per year$17,404 · $17,908+21.4%

+9.2%5 years · per year$15,514 · $16,881+11.0%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

1.42%12-mo yield$142 · $291 on $10k2.91%

−7.9%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSP · SCHD

0.4%KMB0.8%

0.3%ACN3.7%

0.2%LMT3.1%

0.2%TXN4.8%

Held in common9.2%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ARSP	Invesco S&P 500 Equal Weight ETFRead Desk		0.20%	1.42%	+1.9%	+18.0%	+21.0%	+20.3%	+9.2%	−7.9%	$101.4B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ARSP	Invesco S&P 500 Equal Weight ETFRead Desk		0.20%	1.42%	+1.9%	+18.0%	+21.0%	+20.3%	+9.2%	−7.9%	$101.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RSP vs SCHD

RSP

Invesco S&P 500 Equal Weight

$15,514

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureRSPSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.42%2.91%

5 years, per year+9.2%+11.0%

3 years, per year+20.3%+21.4%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.6%11.5%

6–0measures won
SCHD first

9.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RSP, SCHD

Today

9.2%most shared, RSP and SCHD

RSPSCHD

RSP—9.2%

SCHD9.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

RSP$142 − $20 = $122

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee