RWL vs SCHD

ARWL

BSCHD

Measures won4–2RWL wins · of 6 · 5Y

$10,000 · 5Y$19,506RWL · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common13.6%RWL and SCHD

RWL

SCHD

Invesco S&P 500 Revenue ETF · $10.4BSchwab U.S. Dividend Equity ETF · $123B

+23.8%3 years · per year$18,982 · $17,908+21.4%

+14.3%5 years · per year$19,506 · $16,881+11.0%

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

1.17%12-mo yield$117 · $291 on $10k2.91%

−6.6%Worst dropSmaller wins−6.9%

10.0%VolatilityLower wins11.5%

4–2RWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWL · SCHD

2.3%UNH4.0%

1.1%CVX4.2%

0.9%HD4.1%

0.8%F1.1%

Held in common13.6%

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	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	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	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

RWL vs SCHD

RWL

Invesco S&P 500 Revenue

$19,506

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureRWLSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield1.17%2.91%

5 years, per year+14.3%+11.0%

3 years, per year+23.8%+21.4%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y10.0%11.5%

4–2measures won
RWL first

13.6%

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: RWL, SCHD

Today

13.6%most shared, RWL and SCHD

RWLSCHD

RWL—13.6%

SCHD13.6%—

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

RWL$117 − $39 = $78

KeptFee

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