RSPD vs SCHD

ARSPD

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · RSPD $12,344

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 common4.4%RSPD and SCHD

RSPD

SCHD

Invesco S&P 500 Equal Weight Consumer Discretionary ETF · $282MSchwab U.S. Dividend Equity ETF · $121B

+16.2%3 years · per year$15,693 · $17,908+21.4%

+4.3%5 years · per year$12,344 · $16,881+11.0%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

0.86%12-mo yield$86 · $291 on $10k2.91%

−13.8%Worst dropSmaller wins−6.9%

20.0%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPD · SCHD

2.2%HD4.1%

1.9%F1.1%

2.1%DRI0.6%

2.2%BBY0.4%

Held in common4.4%

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	ARSPD	Invesco S&P 500 Equal Weight Consumer Discretionary ETFRead Desk		0.40%	0.86%	+5.5%	+4.7%	+9.0%	+16.2%	+4.3%	−13.8%	$282M

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	ARSPD	Invesco S&P 500 Equal Weight Consumer Discretionary ETFRead Desk		0.40%	0.86%	+5.5%	+4.7%	+9.0%	+16.2%	+4.3%	−13.8%	$282M

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

RSPD vs SCHD

RSPD

Invesco S&P 500 Equal Weight Consumer Discretionary

$12,344

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureRSPDSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield0.86%2.91%

5 years, per year+4.3%+11.0%

3 years, per year+16.2%+21.4%

Worst drop · 1Y−13.8%−6.9%

Volatility · 1Y20.0%11.5%

6–0measures won
SCHD first

4.4%

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: RSPD, SCHD

Today

4.4%most shared, RSPD and SCHD

RSPDSCHD

RSPD—4.4%

SCHD4.4%—

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

RSPD$86 − $40 = $46

KeptFee

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