RSPG vs SCHD

ARSPG

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$24,118RSPG · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common14.3%RSPG and SCHD

RSPG

SCHD

Invesco S&P 500 Equal Weight Energy ETF · $575MSchwab U.S. Dividend Equity ETF · $120B

+14.2%3 years · per year$14,877 · $17,123+19.6%

+19.3%5 years · per year$24,118 · $16,459+10.5%

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

1.94%12-mo yield$194 · $296 on $10k2.96%

−13.7%Worst dropSmaller wins−6.9%

23.9%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPG · SCHD

5.0%CVX4.0%

5.0%COP3.9%

5.0%EOG1.9%

4.4%SLB1.8%

Held in common14.3%

End-of-day Nov 9, 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	ARSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk	0.40%	1.94%	+1.0%	+36.2%	+37.7%	+14.2%	+19.3%	−13.7%	$575M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk	0.40%	1.94%	+1.0%	+36.2%	+37.7%	+14.2%	+19.3%	−13.7%	$575M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 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

$24,118

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureRSPGSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield1.94%2.96%

5 years, per year+19.3%+10.5%

3 years, per year+14.2%+19.6%

Worst drop · 1Y−13.7%−6.9%

Volatility · 1Y23.9%11.8%

5–1measures won
SCHD first

14.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RSPG, SCHD, IWF

Today

14.3%most shared, RSPG and SCHD

RSPGSCHDIWF

RSPG—14.3%0.5%

SCHD14.3%—3.6%

IWF0.5%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

RSPG$194 − $40 = $154

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee