RSPT vs SCHD

ARSPT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,929RSPT · 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 common4.9%RSPT and SCHD

RSPT

SCHD

Invesco S&P 500 Equal Weight Technology ETF · $5.8BSchwab U.S. Dividend Equity ETF · $123B

+33.1%3 years · per year$23,604 · $17,908+21.4%

+15.9%5 years · per year$20,929 · $16,881+11.0%

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

0.25%12-mo yield$25 · $291 on $10k2.91%

−13.3%Worst dropSmaller wins−6.9%

26.7%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPT · SCHD

2.0%ACN3.7%

1.6%TXN4.8%

1.3%QCOM3.8%

Held in common4.9%

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	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk		0.40%	0.25%	−1.1%	+35.0%	+31.6%	+33.1%	+15.9%	−13.3%	$5.8B
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	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk		0.40%	0.25%	−1.1%	+35.0%	+31.6%	+33.1%	+15.9%	−13.3%	$5.8B
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

RSPT vs SCHD

RSPT

Invesco S&P 500 Equal Weight Technology

$20,929

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureRSPTSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield0.25%2.91%

5 years, per year+15.9%+11.0%

3 years, per year+33.1%+21.4%

Worst drop · 1Y−13.3%−6.9%

Volatility · 1Y26.7%11.5%

4–2measures won
SCHD first

4.9%

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: RSPT, SCHD

Today

4.9%most shared, RSPT and SCHD

RSPTSCHD

RSPT—4.9%

SCHD4.9%—

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

RSPT$25 − $40 = −$15

KeptFee

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