VRIG vs SCHD

AVRIG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · VRIG $12,589

Lowest cost0.06%SCHD · $6 on $10k

Most income4.52%VRIG · $452 on $10k

Smallest drop−0.1%VRIG · worst fall in 1Y

Held in common0.0%VRIG and SCHD

VRIG

SCHD

Invesco Variable Rate Investment Grade ETF · $2.0BSchwab U.S. Dividend Equity ETF · $121B

+5.6%3 years · per year$11,789 · $17,908+21.4%

+4.7%5 years · per year$12,589 · $16,881+11.0%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

4.52%12-mo yield$452 · $291 on $10k2.91%

−0.1%Worst dropSmaller wins−6.9%

0.5%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVRIG · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AVRIG	Invesco Variable Rate Investment Grade ETFRead Desk		0.30%	4.52%	0.0%	+3.5%	+4.4%	+5.6%	+4.7%	−0.1%	$2.0B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AVRIG	Invesco Variable Rate Investment Grade ETFRead Desk		0.30%	4.52%	0.0%	+3.5%	+4.4%	+5.6%	+4.7%	−0.1%	$2.0B

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

VRIG vs SCHD

VRIG

Invesco Variable Rate Investment Grade

$12,589

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVRIGSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield4.52%2.91%

5 years, per year+4.7%+11.0%

3 years, per year+5.6%+21.4%

Worst drop · 1Y−0.1%−6.9%

Volatility · 1Y0.5%11.5%

3–3measures won
level

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VRIG, SCHD

Today

0.0%most shared, VRIG and SCHD

VRIGSCHD

VRIG—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$422most kept, VRIG

VRIG$452 − $30 = $422

SCHD$291 − $6 = $285

KeptFee

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