RSP vs SCHD

ARSP

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SCHD $16,267

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 common9.2%RSP and SCHD

RSP

SCHD

Invesco S&P 500 Equal Weight ETF · $104BSchwab U.S. Dividend Equity ETF · $120B

+18.5%3 years · per year$16,642 · $17,266+20.0%

+8.3%5 years · per year$14,884 · $16,267+10.2%

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

1.47%12-mo yield$147 · $300 on $10k3.00%

−7.9%Worst dropSmaller wins−6.9%

12.0%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSP · SCHD

0.3%ACN3.9%

0.2%AMGN4.1%

0.2%PG4.5%

0.2%ADP2.9%

Held in common9.2%

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

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	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
3	ARSP	Invesco S&P 500 Equal Weight ETFRead Desk	0.20%	1.47%	−0.4%	+14.1%	+17.2%	+18.5%	+8.3%	−7.9%	$104.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	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
3	ARSP	Invesco S&P 500 Equal Weight ETFRead Desk	0.20%	1.47%	−0.4%	+14.1%	+17.2%	+18.5%	+8.3%	−7.9%	$104.1B

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

RSP vs SCHD

RSP

Invesco S&P 500 Equal Weight

$14,884

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureRSPSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.47%3.00%

5 years, per year+8.3%+10.2%

3 years, per year+18.5%+20.0%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y12.0%11.7%

6–0measures won
SCHD first

9.2%

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

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

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

Overlap: RSP, SCHD, SPY

Today

43.9%most shared, RSP and SPY

RSPSCHDSPY

RSP—9.2%43.9%

SCHD9.2%—8.7%

SPY43.9%8.7%—

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

RSP$147 − $20 = $127

SPY$103 − $9 = $94

KeptFee

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