Compare · 2 funds side by side · dividends reinvested

IVE and RSP

IVEiShares×RSPInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,659IVE · best of the two

02 / 04

IVE and RSP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.48%+16.1%+18.6%+19.7%+12.0%−6.2%9.7%$50.6B1.4

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%$101B1.6

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: IVE 2000 · RSP 2003

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $50.6B$17,659

IVE

RSP

Invesco S&P 500 Equal Weight ETF · $101B$15,514

$10,000 five years ago, dividends reinvested · they hold 51.6% in common

IVEMeasureRSP

+16.1%Year to dateJan 1 → Nov 4+18.0%

+18.6%1 yearTotal return+21.0%

+19.7%3 years · per year$10,000 became $17,148 · $17,404+20.3%

+12.0%5 years · per year$10,000 became $17,659 · $15,514+9.2%

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

1.48%Trailing 12-mo yield$148 · $142 a year on $10k1.42%

−6.2%Worst dropSmaller is better−7.9%

9.7%VolatilityLower is calmer11.6%

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

5–3IVE wins

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

More Ways to See the Pairs

IVE vs RSP: Top 5 Holdings

Today

IVE

17.5%in top 5

RSP

in top 51.5%

IVEStockRSP

8.0%AAPLnot top 5

3.8%AMZNnot top 5

2.4%XOMnot top 5

1.8%WMTnot top 5

1.5%COSTnot top 5

not top 5KMB0.4%

not top 5MRNA0.3%

not top 5PTC0.3%

not top 5ACN0.3%

not top 5HAS0.3%

Held in common51.6%

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

IVE vs RSP Returns, Every Period

iSharesIVE

+12.0%

5 years, per year

RSPInvesco

+9.2%

5 years, per year

IVERSPFaded: behind in that period

1–3RSP wins

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

IVE vs RSP

YTD

iSharesIVE

+16.1%

RSPInvesco

+18.0%

+16.1%Year to date+18.0%

−6.2%Worst drop · 1Y−7.9%

9.7%Volatility · 1Y11.6%

1.5%Yield1.4%

$50.6BAssets$101B

3–1IVE wins

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

Cost, Income and Risk

Fees: IVE, RSP

Today

0.18%lowest, IVE

FundExpense ratioFee$10k

IVE0.18%$18

RSP0.20%$20

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

Yields: IVE, RSP

1.48%highest, IVE

FundTrailing yieldYield$10k

IVE1.48%$148

RSP1.42%$142

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

Income After Fees on $10,000

$130most kept, IVE

IVE$148 − $18 = $130

RSP$142 − $20 = $122

KeptFee

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

Overlap: IVE, RSP

Today

51.6%most shared, IVE and RSP

IVERSP

IVE—51.6%

RSP51.6%—

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

IVEWorst drop−6.2%9.7% vol

RSPWorst drop−7.9%11.6% vol

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

Paid More vs Made More

YTD

IVERSP

+16.1%Year to date+18.0%

1.5%Yield1.4%

+18.6%Past year+21.0%

0.18%Fee0.20%

2–2level

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%

$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