RWK vs SCHD

ARWK

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,818RWK · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common3.1%RWK and SCHD

RWK

SCHD

Invesco S&P MidCap 400 Revenue ETF · $1.3BSchwab U.S. Dividend Equity ETF · $120B

+18.6%3 years · per year$16,703 · $17,266+20.0%

+11.0%5 years · per year$16,818 · $16,267+10.2%

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

1.06%12-mo yield$106 · $300 on $10k3.00%

−11.1%Worst dropSmaller wins−6.9%

16.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWK · SCHD

1.1%DINO0.4%

0.3%WSO0.3%

0.6%FNF0.3%

0.4%AFG0.3%

Held in common3.1%

End-of-day Nov 6, 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	ARWK	Invesco S&P MidCap 400 Revenue ETFRead Desk	0.39%	1.06%	−0.1%	+15.0%	+18.3%	+18.6%	+11.0%	−11.1%	$1.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARWK	Invesco S&P MidCap 400 Revenue ETFRead Desk	0.39%	1.06%	−0.1%	+15.0%	+18.3%	+18.6%	+11.0%	−11.1%	$1.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RWK vs SCHD

RWK

Invesco S&P MidCap 400 Revenue

$16,818

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureRWKSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield1.06%3.00%

5 years, per year+11.0%+10.2%

3 years, per year+18.6%+20.0%

Worst drop · 1Y−11.1%−6.9%

Volatility · 1Y16.0%11.7%

5–1measures won
SCHD first

3.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: RWK, SCHD, VUG

Today

3.1%most shared, RWK and SCHD

RWKSCHDVUG

RWK—3.1%0.0%

SCHD3.1%—0.8%

VUG0.0%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

RWK$106 − $39 = $67

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee