RWJ vs SCHD

ARWJ

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SCHD $16,459

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common1.1%RWJ and SCHD

RWJ

SCHD

Invesco S&P SmallCap 600 Revenue ETF · $2.0BSchwab U.S. Dividend Equity ETF · $122B

+20.6%3 years · per year$17,536 · $17,123+19.6%

+8.9%5 years · per year$15,349 · $16,459+10.5%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

1.09%12-mo yield$109 · $296 on $10k2.96%

−11.3%Worst dropSmaller wins−6.9%

17.5%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWJ · SCHD

0.4%RHI0.1%

0.1%CWEN0.1%

0.2%KFY0.1%

0.1%MC0.1%

Held in common1.1%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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%	$121.7B
3	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk	0.39%	1.09%	+2.9%	+23.4%	+28.2%	+20.6%	+8.9%	−11.3%	$2.0B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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%	$121.7B
3	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk	0.39%	1.09%	+2.9%	+23.4%	+28.2%	+20.6%	+8.9%	−11.3%	$2.0B

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

RWJ vs SCHD

RWJ

Invesco S&P SmallCap 600 Revenue

$15,349

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureRWJSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield1.09%2.96%

5 years, per year+8.9%+10.5%

3 years, per year+20.6%+19.6%

Worst drop · 1Y−11.3%−6.9%

Volatility · 1Y17.5%11.8%

5–1measures won
SCHD first

1.1%

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: RWJ, SCHD, VUG

Today

1.1%most shared, RWJ and SCHD

RWJSCHDVUG

RWJ—1.1%0.0%

SCHD1.1%—0.8%

VUG0.0%0.8%—

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

RWJ$109 − $39 = $70

VUG$41 − $3 = $38

KeptFee

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