RSPT vs SCHD

ARSPT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$19,950RSPT · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common5.1%RSPT and SCHD

RSPT

SCHD

Invesco S&P 500 Equal Weight Technology ETF · $5.4BSchwab U.S. Dividend Equity ETF · $122B

+30.1%3 years · per year$22,043 · $17,123+19.6%

+14.8%5 years · per year$19,950 · $16,459+10.5%

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

0.26%12-mo yield$26 · $296 on $10k2.96%

−17.7%Worst dropSmaller wins−6.9%

27.6%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPT · SCHD

2.2%ACN3.8%

1.6%TXN4.3%

1.4%QCOM3.9%

Held in common5.1%

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	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk	0.40%	0.26%	+3.9%	+31.4%	+32.0%	+30.1%	+14.8%	−17.7%	$5.4B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	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

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	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk	0.40%	0.26%	+3.9%	+31.4%	+32.0%	+30.1%	+14.8%	−17.7%	$5.4B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	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

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

RSPT vs SCHD

RSPT

Invesco S&P 500 Equal Weight Technology

$19,950

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureRSPTSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield0.26%2.96%

5 years, per year+14.8%+10.5%

3 years, per year+30.1%+19.6%

Worst drop · 1Y−17.7%−6.9%

Volatility · 1Y27.6%11.8%

4–2measures won
SCHD first

5.1%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: RSPT, SCHD, VIG

Today

15.2%most shared, RSPT and VIG

RSPTSCHDVIG

RSPT—5.1%15.2%

SCHD5.1%—14.5%

VIG15.2%14.5%—

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

VIG$146 − $4 = $142

RSPT$26 − $40 = −$14

KeptFee

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