Compare EQAL and SPY | ETF Tracker

EQAL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Russell 1000 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.74%+12.4%+15.7%+17.3%+6.4%−7.0%12.0%$839M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: EQAL 2014 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Russell 1000 Equal Weight ETF · $839M$13,637

EQAL

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

EQALMeasureSPY

+12.4%Year to dateJan 1 → Nov 6+8.7%

+15.7%1 yearTotal return+9.7%

+17.3%3 years · per year$10,000 became $16,136 · $18,039+21.7%

+6.4%5 years · per year$10,000 became $13,637 · $17,118+11.3%

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

1.74%Trailing 12-mo yield$174 · $103 a year on $10k1.03%

−7.0%Worst dropSmaller is better−8.9%

12.0%VolatilityLower is calmer13.6%

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

5–3EQAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EQAL vs SPY: Top 5 Holdings

Today

EQAL

2.3%in top 5

SPY

in top 527.8%

EQALStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.5%MSInot top 5

0.5%ROKUnot top 5

0.5%GSATnot top 5

0.4%CMCSAnot top 5

0.4%ECHOnot top 5

Held in common29.1%

End-of-day Nov 6, 2026 · share of each fund

EQAL vs SPY Returns, Every Period

5Y

InvescoEQAL

+6.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

EQALSPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: EQAL vs SPY

YTD

InvescoEQAL

+12.4%

SPYSPDR

+8.7%

+12.4%Year to date+8.7%

−7.0%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y13.6%

1.7%Yield1.0%

$839MAssets$819B

4–0EQAL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EQAL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

EQAL0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EQAL, SPY

1Y

1.74%highest, EQAL

FundTrailing yieldYield$10k

EQAL1.74%$174

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$154most kept, EQAL

EQAL$174 − $20 = $154

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EQAL, SPY

Today

29.1%most shared, EQAL and SPY

EQALSPY

EQAL—29.1%

SPY29.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.7%EQAL, at 12.0% volatility

EQALWorst drop−7.0%12.0% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EQALSPY

+12.4%Year to date+8.7%

1.7%Yield1.0%

+15.7%Past year+9.7%

0.20%Fee0.09%

3–1EQAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026