RSPH vs SCHD

ARSPH

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

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 common7.7%RSPH and SCHD

RSPH

SCHD

Invesco S&P 500 Equal Weight Health Care ETF · $1.0BSchwab U.S. Dividend Equity ETF · $122B

+17.6%3 years · per year$16,261 · $17,123+19.6%

+6.8%5 years · per year$13,865 · $16,459+10.5%

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

0.54%12-mo yield$54 · $296 on $10k2.96%

−10.9%Worst dropSmaller wins−6.9%

17.4%VolatilityLower wins11.8%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPH · SCHD

1.7%AMGN4.1%

1.6%ABT3.9%

1.5%UNH3.9%

1.5%MRK3.8%

Held in common7.7%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ARSPH	Invesco S&P 500 Equal Weight Health Care ETFRead Desk	0.40%	0.54%	+1.9%	+30.7%	+37.5%	+17.6%	+6.8%	−10.9%	$1.0B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ARSPH	Invesco S&P 500 Equal Weight Health Care ETFRead Desk	0.40%	0.54%	+1.9%	+30.7%	+37.5%	+17.6%	+6.8%	−10.9%	$1.0B

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

RSPH vs SCHD

RSPH

Invesco S&P 500 Equal Weight Health Care

$13,865

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureRSPHSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield0.54%2.96%

5 years, per year+6.8%+10.5%

3 years, per year+17.6%+19.6%

Worst drop · 1Y−10.9%−6.9%

Volatility · 1Y17.4%11.8%

6–0measures won
SCHD first

7.7%

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%

$122BAssets$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$61.4B

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: RSPH, SCHD, IWF

Today

7.7%most shared, RSPH and SCHD

RSPHSCHDIWF

RSPH—7.7%4.1%

SCHD7.7%—3.6%

IWF4.1%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

IWF$38 − $18 = $20

RSPH$54 − $40 = $14

KeptFee

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