RWL vs SCHB

ARWL

BSCHB

Measures won4–2RWL wins · of 6 · 5Y

$10,000 · 5Y$19,506RWL · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.17%RWL · $117 on $10k

Smallest drop−6.6%RWL · worst fall in 1Y

Held in common53.8%RWL and SCHB

RWL

SCHB

Invesco S&P 500 Revenue ETF · $10.4BSchwab U.S. Broad Market ETF · $44.9B

+23.8%3 years · per year$18,982 · $19,056+24.0%

+14.3%5 years · per year$19,506 · $17,270+11.5%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

1.17%12-mo yield$117 · $104 on $10k1.04%

−6.6%Worst dropSmaller wins−8.9%

10.0%VolatilityLower wins13.1%

4–2RWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWL · SCHB

3.8%AMZN3.4%

2.4%AAPL6.6%

1.7%MSFT5.3%

2.1%BRK-B1.4%

Held in common53.8%

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.17%	+2.1%	+21.5%	+24.8%	+23.8%	+14.3%	−6.6%	$10.4B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.17%	+2.1%	+21.5%	+24.8%	+23.8%	+14.3%	−6.6%	$10.4B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

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

RWL vs SCHB

RWL

Invesco S&P 500 Revenue

$19,506

SCHB

Schwab U.S. Broad Market

$17,270

MeasureRWLSCHB

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.17%1.04%

5 years, per year+14.3%+11.5%

3 years, per year+23.8%+24.0%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y10.0%13.1%

4–2measures won
RWL first

53.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

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

Overlap: RWL, SCHB

Today

53.8%most shared, RWL and SCHB

RWLSCHB

RWL—53.8%

SCHB53.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

RWL$117 − $39 = $78

KeptFee

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