RSPF vs SCHD

ARSPF

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · RSPF $14,550

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 common5.5%RSPF and SCHD

RSPF

SCHD

Invesco S&P 500 Equal Weight Financials ETF · $330MSchwab U.S. Dividend Equity ETF · $121B

+22.8%3 years · per year$18,515 · $17,908+21.4%

+7.8%5 years · per year$14,550 · $16,881+11.0%

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

1.45%12-mo yield$145 · $291 on $10k2.91%

−14.1%Worst dropSmaller wins−6.9%

15.7%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPF · SCHD

1.2%BX2.1%

1.3%FITB1.2%

1.2%ARES0.7%

1.4%CINF0.7%

Held in common5.5%

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	ARSPF	Invesco S&P 500 Equal Weight Financials ETFRead Desk		0.40%	1.45%	+3.1%	+10.9%	+17.5%	+22.8%	+7.8%	−14.1%	$330M

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	ARSPF	Invesco S&P 500 Equal Weight Financials ETFRead Desk		0.40%	1.45%	+3.1%	+10.9%	+17.5%	+22.8%	+7.8%	−14.1%	$330M

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

RSPF vs SCHD

RSPF

Invesco S&P 500 Equal Weight Financials

$14,550

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureRSPFSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield1.45%2.91%

5 years, per year+7.8%+11.0%

3 years, per year+22.8%+21.4%

Worst drop · 1Y−14.1%−6.9%

Volatility · 1Y15.7%11.5%

5–1measures won
SCHD first

5.5%

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: RSPF, SCHD

Today

5.5%most shared, RSPF and SCHD

RSPFSCHD

RSPF—5.5%

SCHD5.5%—

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

RSPF$145 − $40 = $105

KeptFee

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