Compare · 2 funds side by side · dividends reinvested

EQAL and EUSA

EQALInvesco×EUSAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,096EUSA · best of the two

02 / 04

EQAL and EUSA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Russell 1000 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.71%+14.0%+16.5%+18.6%+6.6%−7.0%11.6%$829M1.4

iShares MSCI USA Equal Weighted ETFUS Stock Styles · Equal weight0.09%1.39%+13.0%+14.5%+19.7%+7.1%−7.8%11.8%$1.9B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: EQAL 2014 · EUSA 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Russell 1000 Equal Weight ETF · $829M$13,736

EQAL

EUSA

iShares MSCI USA Equal Weighted ETF · $1.9B$14,096

$10,000 five years ago, dividends reinvested · they hold 47.5% in common

EQALMeasureEUSA

+14.0%Year to dateJan 1 → Nov 3+13.0%

+16.5%1 yearTotal return+14.5%

+18.6%3 years · per year$10,000 became $16,703 · $17,141+19.7%

+6.6%5 years · per year$10,000 became $13,736 · $14,096+7.1%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

1.71%Trailing 12-mo yield$171 · $139 a year on $10k1.39%

−7.0%Worst dropSmaller is better−7.8%

11.6%VolatilityLower is calmer11.8%

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

5–3EQAL wins

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

More Ways to See the Pairs

EQAL vs EUSA: Top 5 Holdings

Today

EQAL

2.2%in top 5

EUSA

in top 51.4%

EQALStockEUSA

0.5%ECHOnot top 5

0.5%MSInot top 5

0.4%GSATnot top 5

0.4%ROKUnot top 5

0.4%UInot top 5

not top 5OKTA0.3%

not top 5ACN0.3%

not top 5ZS0.3%

not top 5PTC0.3%

not top 5NTRA0.3%

Held in common47.5%

End-of-day Nov 3, 2026 · share of each fund

EQAL vs EUSA Returns, Every Period

InvescoEQAL

+6.6%

5 years, per year

EUSAiShares

+7.1%

5 years, per year

EQALEUSAFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EQAL vs EUSA

YTD

InvescoEQAL

+14.0%

EUSAiShares

+13.0%

+14.0%Year to date+13.0%

−7.0%Worst drop · 1Y−7.8%

11.6%Volatility · 1Y11.8%

1.7%Yield1.4%

$829MAssets$1.9B

4–0EQAL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EQAL, EUSA

Today

0.09%lowest, EUSA

FundExpense ratioFee$10k

EUSA0.09%$9

EQAL0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EQAL, EUSA

1.71%highest, EQAL

FundTrailing yieldYield$10k

EQAL1.71%$171

EUSA1.39%$139

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, EQAL

EQAL$171 − $20 = $151

EUSA$139 − $9 = $130

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EQAL, EUSA

Today

47.5%most shared, EQAL and EUSA

EQALEUSA

EQAL—47.5%

EUSA47.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.5%EQAL, at 11.6% volatility

EQALWorst drop−7.0%11.6% vol

EUSAWorst drop−7.8%11.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EQALEUSA

+14.0%Year to date+13.0%

1.7%Yield1.4%

+16.5%Past year+14.5%

0.20%Fee0.09%

3–1EQAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026