RSPG vs SCHD

ARSPG

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$25,110RSPG · SCHD $16,881

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 common15.1%RSPG and SCHD

RSPG

SCHD

Invesco S&P 500 Equal Weight Energy ETF · $650MSchwab U.S. Dividend Equity ETF · $123B

+16.3%3 years · per year$15,738 · $17,908+21.4%

+20.2%5 years · per year$25,110 · $16,881+11.0%

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

1.89%12-mo yield$189 · $291 on $10k2.91%

−13.7%Worst dropSmaller wins−6.9%

23.7%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPG · SCHD

4.9%CVX4.2%

4.9%COP4.1%

4.9%EOG1.9%

4.2%SLB1.8%

Held in common15.1%

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	ARSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk		0.40%	1.89%	−5.2%	+39.4%	+42.6%	+16.3%	+20.2%	−13.7%	$650M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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	ARSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk		0.40%	1.89%	−5.2%	+39.4%	+42.6%	+16.3%	+20.2%	−13.7%	$650M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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

RSPG vs SCHD

RSPG

Invesco S&P 500 Equal Weight Energy

$25,110

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureRSPGSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield1.89%2.91%

5 years, per year+20.2%+11.0%

3 years, per year+16.3%+21.4%

Worst drop · 1Y−13.7%−6.9%

Volatility · 1Y23.7%11.5%

5–1measures won
SCHD first

15.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RSPG, SCHD

Today

15.1%most shared, RSPG and SCHD

RSPGSCHD

RSPG—15.1%

SCHD15.1%—

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

RSPG$189 − $40 = $149

KeptFee

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