Compare · 2 funds side by side · dividends reinvested

EFIV and RSP

EFIVSPDR×RSPInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,306EFIV · best of the two

02 / 04

EFIV and RSP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Equal Weight ETFLow-Cost Core · S&P 5000.20%1.42%+18.0%+21.0%+20.3%+9.2%−7.9%11.6%$102B1.4

State Street SPDR S&P 500 ESG ETFLow-Cost Core · S&P 5000.10%1.00%+12.5%+14.0%+23.6%+12.9%−9.4%13.0%$1.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: EFIV 2020 · RSP 2003

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ESG ETF · $1.0B$18,306

EFIV

RSP

Invesco S&P 500 Equal Weight ETF · $102B$15,514

$10,000 five years ago, dividends reinvested · they hold 38.5% in common

EFIVMeasureRSP

+12.5%Year to dateJan 1 → Nov 4+18.0%

+14.0%1 yearTotal return+21.0%

+23.6%3 years · per year$10,000 became $18,868 · $17,404+20.3%

+12.9%5 years · per year$10,000 became $18,306 · $15,514+9.2%

0.10%Expense ratio$10 · $20 a year on $10k · lower is better0.20%

1.00%Trailing 12-mo yield$100 · $142 a year on $10k1.42%

−9.4%Worst dropSmaller is better−7.9%

13.0%VolatilityLower is calmer11.6%

EFIVRSP Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5RSP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EFIV vs RSP: Top 5 Holdings

Today

EFIV

32.6%in top 5

RSP

in top 51.5%

EFIVStockRSP

12.6%NVDAnot top 5

9.7%MSFTnot top 5

4.1%GOOGLnot top 5

3.3%GOOGnot top 5

2.8%LLYnot top 5

not top 5KMB0.4%

not top 5MRNA0.3%

not top 5PTC0.3%

not top 5ACN0.3%

not top 5HAS0.3%

Held in common38.5%

End-of-day Nov 4, 2026 · share of each fund

EFIV vs RSP Returns, Every Period

SPDREFIV

+12.9%

5 years, per year

RSPInvesco

+9.2%

5 years, per year

EFIVRSPFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EFIV vs RSP

YTD

SPDREFIV

+12.5%

RSPInvesco

+18.0%

+12.5%Year to date+18.0%

−9.4%Worst drop · 1Y−7.9%

13.0%Volatility · 1Y11.6%

1.0%Yield1.4%

$1.0BAssets$102B

4–0RSP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EFIV, RSP

Today

0.10%lowest, EFIV

FundExpense ratioFee$10k

EFIV0.10%$10

RSP0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EFIV, RSP

1.42%highest, RSP

FundTrailing yieldYield$10k

RSP1.42%$142

EFIV1.00%$100

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, RSP

RSP$142 − $20 = $122

EFIV$100 − $10 = $90

KeptFee

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

Overlap: EFIV, RSP

Today

38.5%most shared, EFIV and RSP

EFIVRSP

EFIV—38.5%

RSP38.5%—

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

Return vs Bumpiness: 2 ETFs

+21.0%RSP, at 11.6% volatility

RSPWorst drop−7.9%11.6% vol

EFIVWorst drop−9.4%13.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

RSPEFIV

+18.0%Year to date+12.5%

1.4%Yield1.0%

+21.0%Past year+14.0%

0.20%Fee0.10%

3–1RSP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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